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Avantax Planning Partners, Inc.: MDYV position timeline

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

Avantax Planning Partners, Inc. held 952,267 MDYV 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 952,267 shares
    Change vs previous 13F +33,999 shares

    2.25% of the 13F portfolio, value $90,322,525.

    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 918,268 shares
    Change vs previous 13F +24,826 shares

    2.15% of the 13F portfolio, value $78,190,512.

    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 893,442 shares
    Change vs previous 13F +59,114 shares

    2.12% of the 13F portfolio, value $75,629,834.

    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 834,328 shares
    Change vs previous 13F +361,398 shares

    2% of the 13F portfolio, value $69,591,327.

    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 472,930 shares
    Change vs previous 13F +60,788 shares

    1.19% of the 13F portfolio, value $37,564,810.

    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 412,142 shares
    Change vs previous 13F +73,731 shares

    1.12% of the 13F portfolio, value $31,755,536.

    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 338,411 shares
    Change vs previous 13F +56,825 shares

    0.98% of the 13F portfolio, value $27,140,562.

    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 281,586 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $22,374,824.

    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).