Position in MDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,860,550
+$44,357 QoQ
Shares Held
5,539
-25.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#367
of 867 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WJ Financial Advisors LLC holds $4,824,180 across 4 Software - Infrastructure names. MDB ranks #1 (38.6% of the industry book) .
All Filings in MDB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,860,550 | 5,539 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,816,193 | 7,420 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,480,246 | 3,527 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,622,090 | 8,448 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||