Fiduciary Alliance LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on MDT, newest first. How the timeline and the estimate are built.
Fiduciary Alliance LLC held 7,309 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,309 sharesChange vs previous 13F -329 shares
0.04% of the 13F portfolio, value $571,788.
13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,638 sharesChange vs previous 13F +223 shares
0.04% of the 13F portfolio, value $665,276.
13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,415 sharesChange vs previous 13F -240 shares
0.05% of the 13F portfolio, value $712,292.
13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,655 sharesChange vs previous 13F -466 shares
0.05% of the 13F portfolio, value $729,069.
13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,121 sharesChange vs previous 13F +2,068 shares
0.05% of the 13F portfolio, value $707,914.
13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,053 sharesChange vs previous 13F +169 shares
0.05% of the 13F portfolio, value $543,929.
13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,884 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $470,019.
13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).