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Advisors Asset Management, Inc.: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on MDT, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 71,709 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,709 shares
    Change vs previous 13F -22,915 shares

    0.09% of the 13F portfolio, value $5,609,795.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 94,624 shares
    Change vs previous 13F -20,816 shares

    0.14% of the 13F portfolio, value $8,199,169.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 115,440 shares
    Change vs previous 13F -26,351 shares

    0.19% of the 13F portfolio, value $11,089,166.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 141,791 shares
    Change vs previous 13F -18,940 shares

    0.23% of the 13F portfolio, value $13,504,175.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 160,731 shares
    Change vs previous 13F -13,087 shares

    0.25% of the 13F portfolio, value $14,010,921.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 173,818 shares
    Change vs previous 13F +6,840 shares

    0.29% of the 13F portfolio, value $15,619,285.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 166,978 shares
    Change vs previous 13F +921 shares

    0.25% of the 13F portfolio, value $13,338,203.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 166,057 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $14,950,112.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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