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CRUX WEALTH ADVISORS: MDT position timeline

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

CRUX WEALTH ADVISORS held 16,252 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,252 shares
    Change vs previous 13F +467 shares

    0.44% of the 13F portfolio, value $1,271,380.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 15,785 shares
    Change vs previous 13F +257 shares

    0.53% of the 13F portfolio, value $1,367,793.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 15,528 shares
    Change vs previous 13F -197 shares

    0.55% of the 13F portfolio, value $1,491,605.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 15,725 shares
    Change vs previous 13F +667 shares

    0.59% of the 13F portfolio, value $1,497,686.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 15,058 shares
    Change vs previous 13F +791 shares

    0.56% of the 13F portfolio, value $1,312,626.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 14,267 shares
    Change vs previous 13F +1,431 shares

    0.67% of the 13F portfolio, value $1,282,024.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 12,836 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,025,321.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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