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Portside Wealth Group, LLC: MDYV position timeline

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

Portside Wealth Group, LLC held 11,736 MDYV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,736 shares
    Change vs previous 13F +1,818 shares

    0.13% of the 13F portfolio, value $1,113,132.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 9,918 shares
    Change vs previous 13F -1,140 shares

    0.11% of the 13F portfolio, value $844,551.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 11,058 shares
    Change vs previous 13F +1,232 shares

    0.13% of the 13F portfolio, value $936,045.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 9,826 shares
    Change vs previous 13F +233 shares

    0.11% of the 13F portfolio, value $819,608.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 9,593 shares
    Change vs previous 13F -198 shares

    0.11% of the 13F portfolio, value $761,945.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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/A 9,791 shares
    Change vs previous 13F +537 shares

    0.12% of the 13F portfolio, value $754,397.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth 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/A 9,254 shares
    Change vs previous 13F +761 shares

    0.12% of the 13F portfolio, value $742,171.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
    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 8,493 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $674,854.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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