Keudell/Morrison Wealth Management: MDY position timeline

Keudell/Morrison Wealth Management held 692 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 692 shares

   Change vs previous 13F +10 shares

   0.09% of the 13F portfolio, value $486,711.

   13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 682 shares

   Change vs previous 13F +24 shares

   0.09% of the 13F portfolio, value $420,630.

   13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 658 shares

   Change vs previous 13F +264 shares

   0.08% of the 13F portfolio, value $396,958.

   13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 394 shares

   Change vs previous 13F -309 shares

   0.05% of the 13F portfolio, value $223,193.

   13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
   Filed 2025-07-22 (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).

5. period ended2025-03-31

   13F 703 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $375,036.

   13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
   Filed 2025-04-23 (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).