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Disclosery

KWB Wealth: MDYG position timeline

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

KWB Wealth held 3,267 MDYG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,267 shares
    Change vs previous 13F -139 shares

    0.03% of the 13F portfolio, value $366,216.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 3,406 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $314,823.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 3,406 shares
    Change vs previous 13F -452 shares

    0.03% of the 13F portfolio, value $314,823.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 3,858 shares
    Change vs previous 13F -147,927 shares

    0.04% of the 13F portfolio, value $335,113.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 151,785 shares
    Change vs previous 13F -6,786 shares

    1.47% of the 13F portfolio, value $12,060,827.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 158,571 shares
    Change vs previous 13F -8,187 shares

    1.66% of the 13F portfolio, value $13,778,228.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 166,758 shares
    Change vs previous 13F -4,123 shares

    1.81% of the 13F portfolio, value $14,631,321.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 170,881 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $14,364,231.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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