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Wealthspire Advisors, LLC: MGV position timeline

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

Wealthspire Advisors, LLC held 23,190 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,190 shares
    Change vs previous 13F -10,303 shares

    0.02% of the 13F portfolio, value $3,790,343.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 33,493 shares
    Change vs previous 13F -1,641 shares

    0.04% of the 13F portfolio, value $4,854,764.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 35,134 shares
    Change vs previous 13F -54,892 shares

    0.04% of the 13F portfolio, value $4,959,538.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 90,026 shares
    Change vs previous 13F -42,888 shares

    0.06% of the 13F portfolio, value $12,400,156.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 132,914 shares
    Change vs previous 13F -20,352 shares

    0.1% of the 13F portfolio, value $17,438,206.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 153,266 shares
    Change vs previous 13F +77,566 shares

    0.12% of the 13F portfolio, value $19,746,672.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 75,700 shares
    Change vs previous 13F +1,981 shares

    0.09% of the 13F portfolio, value $9,455,675.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 73,719 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,456,624.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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