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Wheelhouse Advisory Group LLC: MGK position timeline

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

Wheelhouse Advisory Group LLC held 254,581 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,581 shares
    Change vs previous 13F +204,920 shares

    6.32% of the 13F portfolio, value $22,380,223.

    13F-HR 0001998946-26-000003 filed by Wheelhouse Advisory Group 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 49,661 shares
    Change vs previous 13F +1,612 shares

    6.05% of the 13F portfolio, value $18,247,288.

    13F-HR 0001998946-26-000002 filed by Wheelhouse Advisory Group 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 48,049 shares
    Change vs previous 13F +791 shares

    7.6% of the 13F portfolio, value $19,988,475.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group 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 47,258 shares
    Change vs previous 13F +1,259 shares

    8.19% of the 13F portfolio, value $19,017,667.

    13F-HR 0001998946-25-000006 filed by Wheelhouse Advisory Group 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 45,999 shares
    Change vs previous 13F +2,093 shares

    8.3% of the 13F portfolio, value $16,843,582.

    13F-HR 0001998946-25-000004 filed by Wheelhouse Advisory Group 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 43,906 shares
    Change vs previous 13F +2,126 shares

    7.74% of the 13F portfolio, value $13,561,759.

    13F-HR 0001998946-25-000003 filed by Wheelhouse Advisory Group 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 41,780 shares
    Change vs previous 13F +836 shares

    8.52% of the 13F portfolio, value $14,347,964.

    13F-HR 0001998946-25-000001 filed by Wheelhouse Advisory Group 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 40,944 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $13,182,118.

    13F-HR 0001998946-24-000005 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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