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Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: MGA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEPHERD KAPLAN KROCHUK, LLC on MGA, newest first. How the timeline and the estimate are built.

SHEPHERD KAPLAN KROCHUK, LLC held 15,434 MGA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,434 shares
    Change vs previous 13F -1,741 shares

    0.81% of the 13F portfolio, value $1,013,396.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 17,175 shares
    Change vs previous 13F -113 shares

    0.81% of the 13F portfolio, value $958,537.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 17,288 shares
    Change vs previous 13F -1,808 shares

    0.76% of the 13F portfolio, value $921,450.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 19,096 shares
    Change vs previous 13F -3,176 shares

    0.74% of the 13F portfolio, value $904,768.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 22,272 shares
    Change vs previous 13F +2,396 shares

    0.75% of the 13F portfolio, value $859,922.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 19,876 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $675,585.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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