Skip to content
Disclosery

AssuredPartners Investment Advisors, LLC: MDT position timeline

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

AssuredPartners Investment Advisors, LLC held 4,716 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,716 shares
    Change vs previous 13F -1,419 shares

    0.04% of the 13F portfolio, value $368,933.

    13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, 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 6,135 shares
    Change vs previous 13F -2,072 shares

    0.06% of the 13F portfolio, value $529,328.

    13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, 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 8,207 shares
    Change vs previous 13F +5,506 shares

    0.12% of the 13F portfolio, value $788,364.

    13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, 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 2,701 shares
    Change vs previous 13F +2,701 shares

    0.06% of the 13F portfolio, value $257,243.

    13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, 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 0 shares
    Change vs previous 13F -11,555 shares

    13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 11,555 shares
    Change vs previous 13F +34 shares

    0.2% of the 13F portfolio, value $1,038,355.

    13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, 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 11,521 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $920,318.

    13F-HR 0001667731-25-000243 filed by AssuredPartners Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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