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Disclosery

Rockport Wealth LLC: MDIV position timeline

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

Rockport Wealth LLC held 271,939 MDIV 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 271,939 shares
    Change vs previous 13F +14,790 shares

    0.75% of the 13F portfolio, value $4,493,806.

    13F-HR 0002085853-26-000878 filed by Rockport Wealth 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 257,149 shares
    Change vs previous 13F +434 shares

    0.76% of the 13F portfolio, value $4,158,108.

    13F-HR 0002085853-26-000565 filed by Rockport Wealth 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 256,715 shares
    Change vs previous 13F +13,736 shares

    0.78% of the 13F portfolio, value $4,035,549.

    13F-HR 0002085853-26-000209 filed by Rockport Wealth 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 242,979 shares
    Change vs previous 13F +8,568 shares

    0.79% of the 13F portfolio, value $3,897,389.

    13F-HR 0002085853-25-000204 filed by Rockport Wealth 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 234,411 shares
    Change vs previous 13F +8,918 shares

    0.86% of the 13F portfolio, value $3,706,034.

    13F-HR 0001667731-25-001115 filed by Rockport Wealth 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 225,493 shares
    Change vs previous 13F +132,012 shares

    1.3% of the 13F portfolio, value $3,687,357.

    13F-HR 0002022866-25-000002 filed by Rockport Wealth 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 93,481 shares
    Change vs previous 13F +13,464 shares

    0.67% of the 13F portfolio, value $1,514,900.

    13F-HR 0002022866-25-000001 filed by Rockport Wealth 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 80,017 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,330,683.

    13F-HR 0002022866-24-000005 filed by Rockport Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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