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BALANCED WEALTH GROUP LLC: MDYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALANCED WEALTH GROUP LLC on MDYG, newest first. How the timeline and the estimate are built.

BALANCED WEALTH GROUP LLC held 58,278 MDYG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,278 shares
    Change vs previous 13F -85,979 shares

    2.07% of the 13F portfolio, value $6,532,414.

    13F-HR 0001951757-26-001197 filed by BALANCED WEALTH GROUP 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 144,257 shares
    Change vs previous 13F +4,123 shares

    4.95% of the 13F portfolio, value $13,842,934.

    13F-HR 0001951757-26-000719 filed by BALANCED WEALTH GROUP 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 140,134 shares
    Change vs previous 13F +5,324 shares

    4.7% of the 13F portfolio, value $12,850,279.

    13F-HR 0001951757-26-000052 filed by BALANCED WEALTH GROUP 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 134,810 shares
    Change vs previous 13F -992 shares

    5.17% of the 13F portfolio, value $11,782,392.

    13F-HR 0001951757-25-001205 filed by BALANCED WEALTH GROUP 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 135,802 shares
    Change vs previous 13F +16,123 shares

    5.23% of the 13F portfolio, value $12,052,444.

    13F-HR 0001951757-25-001075 filed by BALANCED WEALTH GROUP 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 119,679 shares
    Change vs previous 13F -3,600 shares

    4.6% of the 13F portfolio, value $9,509,731.

    13F-HR 0001951757-25-000368 filed by BALANCED WEALTH GROUP 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 123,279 shares
    Change vs previous 13F +8,694 shares

    4.94% of the 13F portfolio, value $11,013,994.

    13F-HR 0001951757-25-000219 filed by BALANCED WEALTH GROUP LLC
    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 114,585 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $9,973,442.

    13F-HR 0001951757-24-001131 filed by BALANCED WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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