Skip to content
Disclosery

WADDELL & ASSOCIATES, LLC: MDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADDELL & ASSOCIATES, LLC on MDY, newest first. How the timeline and the estimate are built.

WADDELL & ASSOCIATES, LLC held 154,726 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,726 shares
    Change vs previous 13F +1,123 shares

    5.38% of the 13F portfolio, value $108,824,641.

    13F-HR 0001765380-26-000220 filed by WADDELL & ASSOCIATES, 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 153,603 shares
    Change vs previous 13F +3,271 shares

    5.35% of the 13F portfolio, value $94,736,106.

    13F-HR 0001765380-26-000203 filed by WADDELL & ASSOCIATES, 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 150,332 shares
    Change vs previous 13F +2,001 shares

    6.12% of the 13F portfolio, value $90,692,500.

    13F-HR 0001765380-26-000104 filed by WADDELL & ASSOCIATES, 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 148,331 shares
    Change vs previous 13F +4,763 shares

    7.52% of the 13F portfolio, value $88,409,950.

    13F-HR 0001765380-25-000463 filed by WADDELL & ASSOCIATES, 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 143,568 shares
    Change vs previous 13F +1,980 shares

    8.68% of the 13F portfolio, value $81,328,335.

    13F-HR 0001765380-25-000332 filed by WADDELL & ASSOCIATES, 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 141,588 shares
    Change vs previous 13F +1,325 shares

    9.17% of the 13F portfolio, value $75,534,530.

    13F-HR/A 0001765380-25-000228 filed by WADDELL & ASSOCIATES, 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 140,263 shares
    Change vs previous 13F +1,494 shares

    8.14% of the 13F portfolio, value $79,890,881.

    13F-HR/A 0001765380-25-000229 filed by WADDELL & ASSOCIATES, 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 138,769 shares
    Change vs previous 13F not available

    9.62% of the 13F portfolio, value $79,051,277.

    13F-HR 0001765380-24-000430 filed by WADDELL & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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