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Disclosery

Balboa Wealth Partners: MDT position timeline

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

Balboa Wealth Partners held 4,342 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 4,342 shares
    Change vs previous 13F +325 shares

    0.05% of the 13F portfolio, value $339,649.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 4,017 shares
    Change vs previous 13F -335 shares

    0.06% of the 13F portfolio, value $348,045.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 4,352 shares
    Change vs previous 13F +1,986 shares

    0.07% of the 13F portfolio, value $418,022.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 2,366 shares
    Change vs previous 13F -17 shares

    0.04% of the 13F portfolio, value $225,307.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 2,383 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $207,698.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 2,422 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $217,636.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 2,567 shares
    Change vs previous 13F -88 shares

    0.05% of the 13F portfolio, value $205,046.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 2,655 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $238,993.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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