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Total Wealth Planning, LLC: MDYV position timeline

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

Total Wealth Planning, LLC held 5,992 MDYV 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 5,992 shares
    Change vs previous 13F -93,712 shares

    1.09% of the 13F portfolio, value $507,223.

    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 99,704 shares
    Change vs previous 13F -2,367 shares

    0.96% of the 13F portfolio, value $8,316,300.

    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 102,071 shares
    Change vs previous 13F +6,548 shares

    1.02% of the 13F portfolio, value $8,107,468.

    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 95,523 shares
    Change vs previous 13F -2,275 shares

    1.13% of the 13F portfolio, value $7,360,045.

    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 97,798 shares
    Change vs previous 13F +480 shares

    1.22% of the 13F portfolio, value $7,843,420.

    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 97,318 shares
    Change vs previous 13F -2,629 shares

    1.21% of the 13F portfolio, value $7,732,850.

    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 99,947 shares
    Change vs previous 13F -2,516 shares

    1.28% of the 13F portfolio, value $7,782,908.

    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 102,463 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $7,787,225.

    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).