Position in MFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,730,576
+$439,283 QoQ
Shares Held
67,405
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#225
of 805 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026LMG Wealth Partners, LLC holds $17,177,433 across 3 Insurance - Life names. MFC ranks #3 (15.9% of the industry book) .
All Filings in MFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,730,576 | 67,405 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,291,293 | 66,530 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,282,955 | 62,926 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,949,055 | 62,570 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,907,884 | 59,696 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,803,740 | 57,905 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,700,197 | 55,363 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,532,344 | 51,856 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,375,668 | 51,678 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,203,543 | 48,161 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||