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Disclosery

AE Wealth Management LLC: MDT position timeline

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

AE Wealth Management LLC held 17,556 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,556 shares
    Change vs previous 13F -303 shares

    0.01% of the 13F portfolio, value $1,373,289.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 17,859 shares
    Change vs previous 13F +3,550 shares

    0.01% of the 13F portfolio, value $1,547,382.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 14,309 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $1,374,337.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 12,744 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $1,213,617.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 10,420 shares
    Change vs previous 13F +1,521 shares

    0.01% of the 13F portfolio, value $908,262.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 8,899 shares
    Change vs previous 13F +597 shares

    0.01% of the 13F portfolio, value $799,638.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 8,302 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $663,042.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 8,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $749,904.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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