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Charter Oak Capital Management, LLC: MDT position timeline

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

Charter Oak Capital Management, LLC held 17,386 MDT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 17,386 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,506,517.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 17,386 shares
    Change vs previous 13F -106 shares

    0.13% of the 13F portfolio, value $1,670,096.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 17,492 shares
    Change vs previous 13F +41 shares

    0.13% of the 13F portfolio, value $1,665,984.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,451 shares
    Change vs previous 13F -236 shares

    0.13% of the 13F portfolio, value $1,521,196.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,687 shares
    Change vs previous 13F -210 shares

    0.15% of the 13F portfolio, value $1,589,309.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,897 shares
    Change vs previous 13F -736 shares

    0.13% of the 13F portfolio, value $1,429,646.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 18,633 shares
    Change vs previous 13F +553 shares

    0.16% of the 13F portfolio, value $1,677,519.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 18,080 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,423,100.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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