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Financial Life Planners: MDY position timeline

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

Financial Life Planners held 3,755 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,755 shares
    Change vs previous 13F -53 shares

    1.7% of the 13F portfolio, value $2,641,259.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 3,808 shares
    Change vs previous 13F -73 shares

    1.8% of the 13F portfolio, value $2,348,785.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 3,881 shares
    Change vs previous 13F -33 shares

    1.68% of the 13F portfolio, value $2,341,278.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 3,914 shares
    Change vs previous 13F -124 shares

    1.57% of the 13F portfolio, value $2,333,020.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 4,038 shares
    Change vs previous 13F -962 shares

    1.86% of the 13F portfolio, value $2,287,558.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 5,000 shares
    Change vs previous 13F -337 shares

    2.6% of the 13F portfolio, value $2,667,164.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 5,337 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,043,662.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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