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Beacon Pointe Advisors, LLC: MDT position timeline

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

Beacon Pointe Advisors, LLC held 26,375 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,375 shares
    Change vs previous 13F -7,447 shares

    0.01% of the 13F portfolio, value $2,064,755.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 33,822 shares
    Change vs previous 13F +11,565 shares

    0.02% of the 13F portfolio, value $2,930,679.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 22,257 shares
    Change vs previous 13F +5,634 shares

    0.02% of the 13F portfolio, value $2,138,000.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 16,623 shares
    Change vs previous 13F -961 shares

    0.01% of the 13F portfolio, value $1,583,201.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 17,584 shares
    Change vs previous 13F -84,044 shares

    0.02% of the 13F portfolio, value $1,532,804.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 101,628 shares
    Change vs previous 13F +81,272 shares

    0.1% of the 13F portfolio, value $9,132,311.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 20,356 shares
    Change vs previous 13F +3,589 shares

    0.02% of the 13F portfolio, value $1,626,007.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 16,767 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,509,506.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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