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Disclosery

Alpha Wealth Funds, LLC: MDY position timeline

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

Alpha Wealth Funds, LLC held 2,334 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,334 shares
    Change vs previous 13F -536 shares

    1.02% of the 13F portfolio, value $1,641,596.

    13F-HR 0002059327-26-000003 filed by Alpha Wealth Funds, 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 2,870 shares
    Change vs previous 13F -161 shares

    1.26% of the 13F portfolio, value $1,770,101.

    13F-HR 0002059327-26-000002 filed by Alpha Wealth Funds, 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 3,031 shares
    Change vs previous 13F +3 shares

    1.23% of the 13F portfolio, value $1,828,542.

    13F-HR 0002059327-26-000001 filed by Alpha Wealth Funds, 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 3,028 shares
    Change vs previous 13F -674 shares

    1.48% of the 13F portfolio, value $1,804,779.

    13F-HR 0002059327-25-000008 filed by Alpha Wealth Funds, 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/A 3,702 shares
    Change vs previous 13F -161 shares

    1.96% of the 13F portfolio, value $2,097,109.

    13F-HR/A 0002059327-25-000007 filed by Alpha Wealth Funds, 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 3,863 shares
    Change vs previous 13F -475 shares

    2.24% of the 13F portfolio, value $2,060,833.

    13F-HR 0002059327-25-000005 filed by Alpha Wealth Funds, 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 4,338 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,470,838.

    13F-HR 0002059327-25-000001 filed by Alpha Wealth Funds, LLC
    Filed (acceptance time not in the bulk data set), ingested

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