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CASTLEKEEP INVESTMENT ADVISORS LLC: MDT position timeline

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

CASTLEKEEP INVESTMENT ADVISORS LLC held 11,834 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,834 shares
    Change vs previous 13F -848 shares

    0.46% of the 13F portfolio, value $925,774.

    13F-HR 0001398344-26-014675 filed by CASTLEKEEP 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 12,682 shares
    Change vs previous 13F +2,270 shares

    0.6% of the 13F portfolio, value $1,098,895.

    13F-HR 0002085853-26-000582 filed by CASTLEKEEP 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 10,412 shares
    Change vs previous 13F -144 shares

    0.45% of the 13F portfolio, value $1,000,177.

    13F-HR 0002085853-26-000233 filed by CASTLEKEEP 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 10,556 shares
    Change vs previous 13F -3,681 shares

    0.47% of the 13F portfolio, value $1,005,353.

    13F-HR 0002085853-25-000231 filed by CASTLEKEEP 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 14,237 shares
    Change vs previous 13F +549 shares

    0.61% of the 13F portfolio, value $1,241,039.

    13F-HR 0001667731-25-001045 filed by CASTLEKEEP INVESTMENT 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 13,688 shares
    Change vs previous 13F -627 shares

    0.63% of the 13F portfolio, value $1,230,004.

    13F-HR 0001667731-25-000573 filed by CASTLEKEEP 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/A 14,315 shares
    Change vs previous 13F +51 shares

    0.8% of the 13F portfolio, value $1,143,482.

    13F-HR/A 0001667731-25-000284 filed by CASTLEKEEP INVESTMENT 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 14,264 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,284,188.

    13F-HR 0001667731-25-000313 filed by CASTLEKEEP INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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