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Disclosery

Peterson Wealth Services: MDY position timeline

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

Peterson Wealth Services held 2,081 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,081 shares
    Change vs previous 13F +312 shares

    0.32% of the 13F portfolio, value $1,463,758.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 1,769 shares
    Change vs previous 13F +254 shares

    0.27% of the 13F portfolio, value $1,091,360.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 1,515 shares
    Change vs previous 13F +990 shares

    0.23% of the 13F portfolio, value $914,120.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 525 shares
    Change vs previous 13F -733 shares

    0.21% of the 13F portfolio, value $750,887.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 1,258 shares
    Change vs previous 13F +11 shares

    0.2% of the 13F portfolio, value $712,782.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 1,247 shares
    Change vs previous 13F -5,100 shares

    0.21% of the 13F portfolio, value $665,250.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 6,347 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,615,124.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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