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Waverly Advisors, LLC: MGK position timeline

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

Waverly Advisors, LLC held 156,140 MGK 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 156,140 shares
    Change vs previous 13F +128,954 shares

    0.08% of the 13F portfolio, value $13,726,277.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 27,186 shares
    Change vs previous 13F -1,566 shares

    0.07% of the 13F portfolio, value $9,989,154.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 28,752 shares
    Change vs previous 13F +1,509 shares

    0.1% of the 13F portfolio, value $11,867,882.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 27,243 shares
    Change vs previous 13F +7,108 shares

    0.11% of the 13F portfolio, value $10,963,281.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 20,135 shares
    Change vs previous 13F -4,298 shares

    0.08% of the 13F portfolio, value $7,372,958.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 24,433 shares
    Change vs previous 13F +1,786 shares

    0.09% of the 13F portfolio, value $7,546,971.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 22,647 shares
    Change vs previous 13F +21,812 shares

    0.12% of the 13F portfolio, value $7,777,072.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,754.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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