Security key
58403P402
Medalist Diversified, Inc. - Common Stock (MDRR)
CUSIP: 58403P402
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 115,302
- Total 13F value
- $1,203,589
- Share change
- +102,447
- SEC-reported price per share
- $10.44
- Number of holders
- 7
- Value change
- +$1,069,382
- Number of buys
- 3
- Shares outstanding
- 1,997,071
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
7
Top holders
7
MDRR full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Medalist Diversified, Inc. SEC filings
Medalist Diversified, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 58403P402
Recent filing periods:
Ownership snapshot
Top reported holders of MDRR - Medalist Diversified, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
UBS Group AG
Disclosed value leader
Thomas E. Messier
Comparable rows
5/12
Latest evidence
31 Mar 2025
13F
3/4/5
Lead comparable stake: 0.25%
7 rows are not safely comparable across share classes.
Showing 1-6 of 12 holder rows.
Quick read
UBS Group AG leads the comparable SEC ownership view at 0.25%.
5 of 12 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens UBS Group AG's linked filing trail.
Comparable ownership
Top 5
UBS Group AG
0.25%
HALBERT HARGROVE GLOBAL ADVISORS,...
0.25%
NORTHWESTERN MUTUAL WEALTH MANAGE...
0.14%
NISA INVESTMENT ADVISORS, LLC
0%
BANK OF AMERICA CORP /DE/
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 12 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UBS Group AG |
13F
Company
|
0.25%
|
$62,981
5,026 shares
|
— | 31 Mar 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
13F
Company
|
0.25%
|
$62,654
5,000 shares
|
— | 31 Mar 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
Company
|
0.14%
|
$34,435
2,748 shares
|
— | 31 Mar 2025 |
| NISA INVESTMENT ADVISORS, LLC |
13F
Company
|
0%
|
$926
75 shares
|
— | 31 Mar 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0%
|
$75
6 shares
|
— | 31 Mar 2025 |
| ALF Operating Partners, Ltd. |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$666,988
125,000 shares
|
— | 16 May 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
115,302
Rows available
7
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
5
Q2 2025 holders
7
Holder diff
2
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend