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Shakespeare Wealth Management, LLC: MDYG position timeline

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

Shakespeare Wealth Management, LLC held 183,300 MDYG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183,300 shares
    Change vs previous 13F -32,376 shares

    5.44% of the 13F portfolio, value $20,546,103.

    13F-HR 0001104659-26-084986 filed by Shakespeare Wealth Management, 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 215,676 shares
    Change vs previous 13F +4,235 shares

    4.9% of the 13F portfolio, value $20,696,250.

    13F-HR 0001104659-26-052530 filed by Shakespeare Wealth Management, 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 211,441 shares
    Change vs previous 13F +3,590 shares

    4.32% of the 13F portfolio, value $19,543,500.

    13F-HR 0001104659-26-011375 filed by Shakespeare Wealth Management, 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 207,851 shares
    Change vs previous 13F +3,860 shares

    4.33% of the 13F portfolio, value $19,030,880.

    13F-HR 0001104659-25-106233 filed by Shakespeare Wealth Management, 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 203,991 shares
    Change vs previous 13F +5,398 shares

    4.72% of the 13F portfolio, value $17,720,720.

    13F-HR 0001104659-25-076737 filed by Shakespeare Wealth Management, 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 198,593 shares
    Change vs previous 13F +11,472 shares

    4.23% of the 13F portfolio, value $15,780,235.

    13F-HR 0001104659-25-049163 filed by Shakespeare Wealth Management, 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 187,121 shares
    Change vs previous 13F -645 shares

    4.38% of the 13F portfolio, value $16,258,959.

    13F-HR 0001104659-25-012625 filed by Shakespeare Wealth Management, 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 187,766 shares
    Change vs previous 13F not available

    4.31% of the 13F portfolio, value $16,474,586.

    13F-HR 0001104659-24-118700 filed by Shakespeare Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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