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Disclosery

Sonoma Private Wealth LLC: MGV position timeline

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

Sonoma Private Wealth LLC held 3,908 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,908 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $638,763.

    13F-HR 0001172661-26-003817 filed by Sonoma Private Wealth 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 3,908 shares
    Change vs previous 13F +1,019 shares

    0.7% of the 13F portfolio, value $566,465.

    13F-HR 0001172661-26-002104 filed by Sonoma Private Wealth 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 2,889 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $407,811.

    13F-HR 0001172661-26-000865 filed by Sonoma Private Wealth 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 2,889 shares
    Change vs previous 13F +22 shares

    0.48% of the 13F portfolio, value $397,931.

    13F-HR 0001172661-25-004853 filed by Sonoma Private Wealth 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 2,867 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $376,150.

    13F-HR 0001172661-25-003144 filed by Sonoma Private Wealth 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 2,867 shares
    Change vs previous 13F -20 shares

    0.51% of the 13F portfolio, value $369,384.

    13F-HR 0001172661-25-002094 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,887 shares
    Change vs previous 13F +55 shares

    0.58% of the 13F portfolio, value $360,615.

    13F-HR 0001172661-25-000521 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,832 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $363,289.

    13F-HR 0001172661-24-004295 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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