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BALANCED WEALTH GROUP LLC: MDYV position timeline

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

BALANCED WEALTH GROUP LLC held 56,763 MDYV 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 56,763 shares
    Change vs previous 13F -104,358 shares

    1.7% of the 13F portfolio, value $5,384,010.

    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 161,121 shares
    Change vs previous 13F +4,539 shares

    4.91% of the 13F portfolio, value $13,719,475.

    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 156,582 shares
    Change vs previous 13F +4,879 shares

    4.8% of the 13F portfolio, value $13,118,459.

    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 151,703 shares
    Change vs previous 13F -468 shares

    5.39% of the 13F portfolio, value $12,271,293.

    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 152,171 shares
    Change vs previous 13F +10,619 shares

    5.3% of the 13F portfolio, value $12,211,714.

    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 141,552 shares
    Change vs previous 13F -1,335 shares

    5.27% of the 13F portfolio, value $10,906,603.

    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 142,887 shares
    Change vs previous 13F +8,153 shares

    5.31% of the 13F portfolio, value $11,824,190.

    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 134,734 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $10,625,944.

    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).