Kestra Advisory Services, LLC: MGK position timeline

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

Kestra Advisory Services, LLC held 402,990 MGK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 402,990 shares
Change vs previous 13F +312,110 shares
0.09% of the 13F portfolio, value $35,426,849.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 95,137 shares
- Kestra Advisory Services, LLC: 307,853 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 90,880 shares
Change vs previous 13F +22,015 shares
0.1% of the 13F portfolio, value $33,392,787.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,565 shares
- Kestra Advisory Services, LLC: 70,315 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 68,865 shares
Change vs previous 13F -2,565 shares
0.09% of the 13F portfolio, value $28,425,538.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,231 shares
- Kestra Advisory Services, LLC: 43,634 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 71,430 shares
Change vs previous 13F +944 shares
0.1% of the 13F portfolio, value $28,744,866.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 27,442 shares
- Kestra Advisory Services, LLC: 43,988 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 70,486 shares
Change vs previous 13F -27,493 shares
0.09% of the 13F portfolio, value $25,809,768.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,844 shares
- Kestra Advisory Services, LLC: 40,642 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 97,979 shares
Change vs previous 13F -7,851 shares
0.1% of the 13F portfolio, value $30,263,754.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,222 shares
- Kestra Advisory Services, LLC: 62,603 shares
- Kestra Investment Management, LLC: 154 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 105,830 shares
Change vs previous 13F +17,465 shares
0.14% of the 13F portfolio, value $36,343,081.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 37,343 shares
- Kestra Advisory Services, LLC: 68,485 shares
- Kestra Investment Management, LLC: 2 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 88,365 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $28,449,035.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,951 shares
- Kestra Advisory Services, LLC: 64,414 shares
Acceptance time not in the bulk data set (spec §4.2).