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Disclosery

Cape Investment Advisory, Inc.: MDT position timeline

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

Cape Investment Advisory, Inc. held 4,869 MDT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,869 shares
    Change vs previous 13F -205 shares

    0.11% of the 13F portfolio, value $420,146.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,074 shares
    Change vs previous 13F +651 shares

    0.11% of the 13F portfolio, value $396,939.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,423 shares
    Change vs previous 13F +296 shares

    0.13% of the 13F portfolio, value $383,253.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,127 shares
    Change vs previous 13F +460 shares

    0.12% of the 13F portfolio, value $396,440.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,667 shares
    Change vs previous 13F +62 shares

    0.34% of the 13F portfolio, value $349,245.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,605 shares
    Change vs previous 13F +113 shares

    0.11% of the 13F portfolio, value $314,248.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,492 shares
    Change vs previous 13F -36 shares

    0.12% of the 13F portfolio, value $313,791.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,528 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $281,817.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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