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Jacksonville Wealth Management, LLC: MDY position timeline

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

Jacksonville Wealth Management, LLC held 1,086 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,086 shares
    Change vs previous 13F -23 shares

    0.43% of the 13F portfolio, value $763,864.

    13F-HR 0001420506-26-001391 filed by Jacksonville Wealth Management, 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 1,109 shares
    Change vs previous 13F -17 shares

    0.46% of the 13F portfolio, value $683,856.

    13F-HR 0001420506-26-000763 filed by Jacksonville Wealth Management, 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 1,126 shares
    Change vs previous 13F -10 shares

    0.48% of the 13F portfolio, value $679,532.

    13F-HR 0001420506-26-000157 filed by Jacksonville Wealth Management, 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 1,136 shares
    Change vs previous 13F -1 shares

    0.5% of the 13F portfolio, value $677,142.

    13F-HR 0001420506-25-002975 filed by Jacksonville Wealth Management, 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 1,137 shares
    Change vs previous 13F -25 shares

    0.52% of the 13F portfolio, value $643,802.

    13F-HR 0001420506-25-001787 filed by Jacksonville Wealth Management, 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 1,162 shares
    Change vs previous 13F -46 shares

    0.61% of the 13F portfolio, value $619,634.

    13F-HR 0001420506-25-000779 filed by Jacksonville Wealth Management, 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 1,208 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $687,793.

    13F-HR 0001420506-25-000051 filed by Jacksonville Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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