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Disclosery

Marotta Asset Management: MDYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on MDYV, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 38,580 MDYV shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,580 shares
    Change vs previous 13F -2,089 shares

    0.58% of the 13F portfolio, value $3,414,716.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 40,669 shares
    Change vs previous 13F -5,745 shares

    0.64% of the 13F portfolio, value $3,836,307.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 46,414 shares
    Change vs previous 13F -2,963 shares

    0.73% of the 13F portfolio, value $3,971,646.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,377 shares
    Change vs previous 13F -2,232 shares

    0.77% of the 13F portfolio, value $4,179,763.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 51,609 shares
    Change vs previous 13F -2,004 shares

    0.81% of the 13F portfolio, value $4,323,802.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 53,613 shares
    Change vs previous 13F -4,795 shares

    0.85% of the 13F portfolio, value $4,258,481.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 58,408 shares
    Change vs previous 13F +3,165 shares

    0.91% of the 13F portfolio, value $4,641,100.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,243 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,411,707.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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