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Disclosery

Wambolt & Associates, LLC: MDYV position timeline

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

Wambolt & Associates, LLC held 10,359 MDYV shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 10,359 shares
    Change vs previous 13F -168 shares

    0.28% of the 13F portfolio, value $837,940.

    13F-HR 0001755723-25-000003 filed by Wambolt & 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 ended2025-03-31
    13F 10,527 shares
    Change vs previous 13F -328 shares

    0.28% of the 13F portfolio, value $812,895.

    13F-HR 0001755723-25-000002 filed by Wambolt & 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 ended2024-12-31
    13F 10,855 shares
    Change vs previous 13F -747 shares

    0.28% of the 13F portfolio, value $870,571.

    13F-HR 0001755723-25-000001 filed by Wambolt & 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 ended2024-09-30
    13F 11,602 shares
    Change vs previous 13F -1,092 shares

    0.25% of the 13F portfolio, value $913,193.

    13F-HR 0001755723-24-000001 filed by Wambolt & 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 ended2024-06-30
    13F 12,694 shares
    Change vs previous 13F -1,120 shares

    0.27% of the 13F portfolio, value $918,058.

    13F-HR 0001085146-24-003550 filed by Wambolt & 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 ended2024-03-31
    13F 13,814 shares
    Change vs previous 13F -6,172 shares

    0.31% of the 13F portfolio, value $1,040,914.

    13F-HR 0001085146-24-002145 filed by Wambolt & 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 ended2023-12-31
    13F 19,986 shares
    Change vs previous 13F -5,057 shares

    0.48% of the 13F portfolio, value $1,466,601.

    13F-HR 0001085146-24-000826 filed by Wambolt & 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 ended2023-09-30
    13F 25,043 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,601,525.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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