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Wisconsin Wealth Advisors, LLC: MGEE position timeline

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

Wisconsin Wealth Advisors, LLC held 3,117 MGEE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,117 shares
    Change vs previous 13F -303 shares

    0.18% of the 13F portfolio, value $216,476.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,420 shares
    Change vs previous 13F -181 shares

    0.24% of the 13F portfolio, value $278,867.

    13F-HR 0001754960-26-000406 filed by Wisconsin Wealth 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 ended2026-03-31
    13F 3,601 shares
    Change vs previous 13F +484 shares

    0.27% of the 13F portfolio, value $278,321.

    13F-HR 0001754960-26-000209 filed by Wisconsin Wealth 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 ended2025-12-31
    13F 3,117 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $244,435.

    13F-HR 0001754960-26-000010 filed by Wisconsin Wealth 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 ended2025-09-30
    13F 3,117 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $262,389.

    13F-HR 0001754960-25-000633 filed by Wisconsin Wealth 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 ended2025-06-30
    13F 3,117 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $275,667.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth 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 ended2025-03-31
    13F 3,117 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $289,756.

    13F-HR 0001754960-25-000572 filed by Wisconsin Wealth 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 ended2024-12-31
    13F 3,117 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $292,873.

    13F-HR 0001754960-25-000573 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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