OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: MDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on MDY, newest first. How the timeline and the estimate are built.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 1,847 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,847 sharesChange vs previous 13F +4 shares
0.07% of the 13F portfolio, value $1,299,069.
13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,843 sharesChange vs previous 13F -191 shares
0.06% of the 13F portfolio, value $1,136,390.
13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,034 sharesChange vs previous 13F -381 shares
0.06% of the 13F portfolio, value $1,227,339.
13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,415 sharesChange vs previous 13F -56 shares
0.07% of the 13F portfolio, value $1,439,644.
13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,471 sharesChange vs previous 13F -230 shares
0.07% of the 13F portfolio, value $1,399,956.
13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,701 sharesChange vs previous 13F -67 shares
0.08% of the 13F portfolio, value $1,441,076.
13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,768 sharesChange vs previous 13F +130 shares
0.09% of the 13F portfolio, value $1,576,714.
13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,638 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,502,846.
13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).