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Disclosery

Waldron Private Wealth LLC: MDY position timeline

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

Waldron Private Wealth LLC held 29,380 MDY 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 29,380 shares
    Change vs previous 13F -2,266 shares

    0.72% of the 13F portfolio, value $20,662,012.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 31,646 shares
    Change vs previous 13F -997 shares

    0.76% of the 13F portfolio, value $19,516,132.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 32,643 shares
    Change vs previous 13F -975 shares

    0.78% of the 13F portfolio, value $19,691,055.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 33,618 shares
    Change vs previous 13F +2,720 shares

    0.81% of the 13F portfolio, value $20,035,544.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 30,898 shares
    Change vs previous 13F -4,136 shares

    0.76% of the 13F portfolio, value $17,502,039.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 35,034 shares
    Change vs previous 13F -299 shares

    0.88% of the 13F portfolio, value $18,689,940.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 35,333 shares
    Change vs previous 13F -1,810 shares

    0.81% of the 13F portfolio, value $20,124,970.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 37,143 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $21,158,883.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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