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Focus Partners Wealth: MDY position timeline

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

Focus Partners Wealth held 110,917 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,917 shares
    Change vs previous 13F -9,339 shares

    0.07% of the 13F portfolio, value $78,016,864.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 101,693 shares
    • Focus Partners Advisor Solutions, LLC: 9,224 shares

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

  2. period ended2026-03-31
    13F 120,256 shares
    Change vs previous 13F -13,931 shares

    0.07% of the 13F portfolio, value $74,255,191.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,744 shares
    • Focus Partners Advisor Solutions, LLC: 12,512 shares

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

  3. period ended2025-12-31
    13F 134,187 shares
    Change vs previous 13F +21,363 shares

    0.08% of the 13F portfolio, value $80,959,213.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 121,265 shares
    • Focus Partners Advisor Solutions, LLC: 12,922 shares

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

  4. period ended2025-09-30
    13F 112,824 shares
    Change vs previous 13F +18,770 shares

    0.09% of the 13F portfolio, value $67,249,991.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 88,384 shares
    • Focus Partners Advisor Solutions, LLC: 24,440 shares

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

  5. period ended2025-06-30
    13F 94,054 shares
    Change vs previous 13F -3,804 shares

    0.1% of the 13F portfolio, value $53,283,490.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,814 shares
    • Focus Partners Advisor Solutions, LLC: 13,240 shares

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

  6. period ended2025-03-31
    13F/A 97,858 shares
    Change vs previous 13F -908 shares

    0.11% of the 13F portfolio, value $52,207,863.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 83,158 shares
    • Focus Partners Advisor Solutions, LLC: 14,700 shares

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

  7. period ended2024-12-31
    13F/A 98,766 shares
    Change vs previous 13F +47,079 shares

    0.13% of the 13F portfolio, value $56,258,546.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 89,889 shares
    • Focus Partners Advisor Solutions, LLC: 8,877 shares

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

  8. period ended2024-09-30
    13F 51,687 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $29,423,834.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,191 shares
    • Focus Partners Advisor Solutions, LLC: 9,496 shares

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