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
- period ended2026-06-3013F 86,279 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,532 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,537 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,080 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,808 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,467 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).