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Disclosery

Obermeyer Wealth Partners: MDY position timeline

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

Obermeyer Wealth Partners held 2,808 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,808 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $1,975,091.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 2,842 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,752,930.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 2,842 shares
    Change vs previous 13F -1 shares

    0.08% of the 13F portfolio, value $1,714,618.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 2,843 shares
    Change vs previous 13F +874 shares

    0.08% of the 13F portfolio, value $1,694,608.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 1,969 shares
    Change vs previous 13F +844 shares

    0.06% of the 13F portfolio, value $1,115,456.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 1,125 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $600,165.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 1,146 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $652,739.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 1,146 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $652,830.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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