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Avantax Planning Partners, Inc.: MDYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on MDYG, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 347,928 MDYG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,928 shares
    Change vs previous 13F +26,014 shares

    0.97% of the 13F portfolio, value $38,999,276.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 321,914 shares
    Change vs previous 13F +33,447 shares

    0.85% of the 13F portfolio, value $30,890,842.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 288,467 shares
    Change vs previous 13F +43,037 shares

    0.75% of the 13F portfolio, value $26,663,040.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 245,430 shares
    Change vs previous 13F +26,989 shares

    0.64% of the 13F portfolio, value $22,471,603.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 218,441 shares
    Change vs previous 13F +2,913 shares

    0.6% of the 13F portfolio, value $18,975,941.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 215,528 shares
    Change vs previous 13F -76,635 shares

    0.61% of the 13F portfolio, value $17,125,815.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 292,163 shares
    Change vs previous 13F +19,981 shares

    0.92% of the 13F portfolio, value $25,386,011.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 272,182 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $23,881,265.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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