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Disclosery

BSW Wealth Partners: MDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on MDY, newest first. How the timeline and the estimate are built.

BSW Wealth Partners held 956 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 956 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $672,394.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 960 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $592,090.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 960 shares
    Change vs previous 13F -151 shares

    0.07% of the 13F portfolio, value $579,149.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 1,111 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $662,190.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 1,111 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $629,359.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 1,118 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $596,431.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 1,118 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $636,791.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 1,118 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $636,880.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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