WJ Financial Advisors LLC: MDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WJ Financial Advisors LLC on MDY, newest first. How the timeline and the estimate are built.
WJ Financial Advisors LLC held 2,306 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,306 sharesChange vs previous 13F 0 shares
1.19% of the 13F portfolio, value $1,621,902.
13F-HR 0002095682-26-000003 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,306 sharesChange vs previous 13F +70 shares
1.15% of the 13F portfolio, value $1,422,249.
13F-HR 0002095682-26-000002 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,236 sharesChange vs previous 13F +150 shares
1.2% of the 13F portfolio, value $1,348,934.
13F-HR 0002095682-26-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,086 sharesChange vs previous 13F not available
1.21% of the 13F portfolio, value $1,243,319.
13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).