Skip to content
Disclosery

Lutz Financial Services LLC: MDYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on MDYV, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 829,586 MDYV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 829,586 shares
    Change vs previous 13F +23,727 shares

    4.79% of the 13F portfolio, value $78,686,283.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 805,859 shares
    Change vs previous 13F +22,421 shares

    4.61% of the 13F portfolio, value $68,618,893.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 783,438 shares
    Change vs previous 13F +57,250 shares

    4.51% of the 13F portfolio, value $66,318,091.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 726,188 shares
    Change vs previous 13F +24,953 shares

    4.38% of the 13F portfolio, value $60,571,423.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 701,235 shares
    Change vs previous 13F -2,760 shares

    4.32% of the 13F portfolio, value $55,699,114.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 703,995 shares
    Change vs previous 13F +9,298 shares

    4.44% of the 13F portfolio, value $54,242,873.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 694,697 shares
    Change vs previous 13F +3,705 shares

    4.5% of the 13F portfolio, value $55,714,664.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services LLC
    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 690,992 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $54,906,204.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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