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Disclosery

SFG Wealth Management, LLC.: MFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SFG Wealth Management, LLC. on MFSV, newest first. How the timeline and the estimate are built.

SFG Wealth Management, LLC. held 1,099,524 MFSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,099,524 shares
    Change vs previous 13F +165,926 shares

    11.3% of the 13F portfolio, value $31,413,406.

    13F-HR 0001908914-26-000005 filed by SFG Wealth Management, 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 933,598 shares
    Change vs previous 13F +274,035 shares

    10.27% of the 13F portfolio, value $24,955,088.

    13F-HR 0001908914-26-000003 filed by SFG Wealth Management, 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 659,563 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $17,504,821.

    13F-HR 0001908914-26-000002 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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