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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
310
Value
$218.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MDY by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310$218.9K0.1%00.0%UnchangedHolders
Q1 2026310$206.7K0.2%+310NewHolders