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Plan Group Financial, LLC: MGK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan Group Financial, LLC on MGK, newest first. How the timeline and the estimate are built.

Plan Group Financial, LLC held 86,279 MGK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,279 shares
    Change vs previous 13F +70,747 shares

    1.57% of the 13F portfolio, value $7,584,795.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,532 shares
    Change vs previous 13F +2,995 shares

    1.34% of the 13F portfolio, value $5,706,968.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,537 shares
    Change vs previous 13F +1,457 shares

    1.34% of the 13F portfolio, value $5,174,844.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,080 shares
    Change vs previous 13F +3,272 shares

    1.2% of the 13F portfolio, value $4,458,649.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,808 shares
    Change vs previous 13F +4,341 shares

    0.94% of the 13F portfolio, value $2,859,059.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,467 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,070,890.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).