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Total Wealth Planning, LLC: MDYG position timeline

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

Total Wealth Planning, LLC held 2,547 MDYG shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,547 shares
    Change vs previous 13F -49,848 shares

    0.5% of the 13F portfolio, value $235,412.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 52,395 shares
    Change vs previous 13F -1,519 shares

    0.56% of the 13F portfolio, value $4,797,300.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 53,914 shares
    Change vs previous 13F -273 shares

    0.59% of the 13F portfolio, value $4,683,503.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 54,187 shares
    Change vs previous 13F -1,058 shares

    0.66% of the 13F portfolio, value $4,305,691.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 55,245 shares
    Change vs previous 13F -2,596 shares

    0.75% of the 13F portfolio, value $4,800,258.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 57,841 shares
    Change vs previous 13F -1,495 shares

    0.79% of the 13F portfolio, value $5,074,937.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 59,336 shares
    Change vs previous 13F -3,453 shares

    0.87% of the 13F portfolio, value $5,291,577.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 62,789 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $5,480,831.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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