BELLEVUE ASSET MANAGEMENT, LLC: MDIV position timeline

BELLEVUE ASSET MANAGEMENT, LLC held 0 MDIV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -1,169 shares

   13F-HR 0001801619-25-000006 filed by BELLEVUE ASSET MANAGEMENT, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 1,169 shares

   Change vs previous 13F -169 shares

   0.01% of the 13F portfolio, value $18,484.

   13F-HR 0001801619-25-000004 filed by BELLEVUE ASSET MANAGEMENT, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,338 shares

   Change vs previous 13F -409 shares

   0.01% of the 13F portfolio, value $21,896.

   13F-HR 0001801619-25-000002 filed by BELLEVUE ASSET MANAGEMENT, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 1,747 shares

   Change vs previous 13F +10 shares

   0.01% of the 13F portfolio, value $28,210.

   13F-HR 0001801619-25-000001 filed by BELLEVUE ASSET MANAGEMENT, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 1,737 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $28,899.

   13F-HR 0001801619-24-000005 filed by BELLEVUE ASSET MANAGEMENT, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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