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Disclosery

Millstone Evans Group, LLC: MDY position timeline

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

Millstone Evans Group, LLC held 2,218 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,218 shares
    Change vs previous 13F -494 shares

    0.84% of the 13F portfolio, value $1,560,008.

    13F-HR 0002041943-26-000003 filed by Millstone Evans Group, 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 2,712 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,672,653.

    13F-HR 0002041943-26-000002 filed by Millstone Evans Group, 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 2,712 shares
    Change vs previous 13F -45 shares

    0.96% of the 13F portfolio, value $1,636,095.

    13F-HR 0002041943-26-000001 filed by Millstone Evans Group, 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 2,757 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,643,255.

    13F-HR 0002041943-25-000005 filed by Millstone Evans Group, 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 2,757 shares
    Change vs previous 13F -33 shares

    1.06% of the 13F portfolio, value $1,561,785.

    13F-HR 0002041943-25-000003 filed by Millstone Evans Group, 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 2,790 shares
    Change vs previous 13F -73 shares

    1.01% of the 13F portfolio, value $1,488,409.

    13F-HR 0002041943-25-000002 filed by Millstone Evans Group, 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 2,863 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,630,708.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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