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Trademark Financial Management, LLC: MGV position timeline

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

Trademark Financial Management, LLC held 29,369 MGV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,369 shares
    Change vs previous 13F -6,034 shares

    1.97% of the 13F portfolio, value $4,800,363.

    13F-HR 0002085853-26-000868 filed by Trademark Financial 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 35,403 shares
    Change vs previous 13F +8,323 shares

    2.51% of the 13F portfolio, value $5,131,665.

    13F-HR 0002085853-26-000503 filed by Trademark Financial 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 27,080 shares
    Change vs previous 13F -13,711 shares

    2.1% of the 13F portfolio, value $3,822,613.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, 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 40,791 shares
    Change vs previous 13F -28,683 shares

    3.27% of the 13F portfolio, value $5,618,552.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, 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 69,474 shares
    Change vs previous 13F +23,975 shares

    5.57% of the 13F portfolio, value $9,114,989.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, 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 45,499 shares
    Change vs previous 13F +11,497 shares

    4.47% of the 13F portfolio, value $5,862,091.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, 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 34,002 shares
    Change vs previous 13F -5,721 shares

    3.37% of the 13F portfolio, value $4,247,190.

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, 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 39,723 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $5,095,666.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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