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Focus Partners Wealth: MGV position timeline

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

Focus Partners Wealth held 18,279 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,279 shares
    Change vs previous 13F -204 shares

    <0.01% of the 13F portfolio, value $2,987,779.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,375 shares
    • Focus Partners Advisor Solutions, LLC: 1,904 shares

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

  2. period ended2026-03-31
    13F 18,483 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $2,679,117.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,579 shares
    • Focus Partners Advisor Solutions, LLC: 1,904 shares

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

  3. period ended2025-12-31
    13F 19,054 shares
    Change vs previous 13F +6,685 shares

    <0.01% of the 13F portfolio, value $2,689,564.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,247 shares
    • Focus Partners Advisor Solutions, LLC: 3,807 shares

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

  4. period ended2025-09-30
    13F 12,369 shares
    Change vs previous 13F +1,516 shares

    <0.01% of the 13F portfolio, value $1,703,699.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 10,853 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $1,423,882.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 10,769 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $1,387,448.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 9,107 shares
    Change vs previous 13F +9,107 shares

    <0.01% of the 13F portfolio, value $1,137,586.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.