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EverSource Wealth Advisors, LLC: MGK position timeline

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

EverSource Wealth Advisors, LLC held 43,604 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,604 shares
    Change vs previous 13F +26,116 shares

    0.13% of the 13F portfolio, value $3,833,209.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 17,488 shares
    Change vs previous 13F +6,548 shares

    0.2% of the 13F portfolio, value $6,425,629.

    13F-HR/A 0001710537-26-000006 filed by EverSource 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 ended2025-12-31
    13F 10,940 shares
    Change vs previous 13F -1,996 shares

    0.17% of the 13F portfolio, value $4,515,742.

    13F-HR 0001710537-26-000001 filed by EverSource 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 ended2025-09-30
    13F 12,936 shares
    Change vs previous 13F -1,279 shares

    0.21% of the 13F portfolio, value $5,205,705.

    13F-HR 0001710537-25-000009 filed by EverSource 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 ended2025-06-30
    13F 14,215 shares
    Change vs previous 13F -990 shares

    0.24% of the 13F portfolio, value $5,205,107.

    13F-HR 0001710537-25-000006 filed by EverSource 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 ended2025-03-31
    13F 15,205 shares
    Change vs previous 13F -131 shares

    0.26% of the 13F portfolio, value $4,696,520.

    13F-HR 0001710537-25-000003 filed by EverSource 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 ended2024-12-31
    13F 15,336 shares
    Change vs previous 13F -324 shares

    0.3% of the 13F portfolio, value $5,266,536.

    13F-HR 0001710537-25-000001 filed by EverSource 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 ended2024-09-30
    13F 15,660 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,041,737.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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