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Financial Perspectives, Inc: MDT position timeline

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

Financial Perspectives, Inc held 212,224 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,224 shares
    Change vs previous 13F -6,681 shares

    4.04% of the 13F portfolio, value $16,602,306.

    13F-HR 0002003287-26-000003 filed by Financial Perspectives, Inc
    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 218,905 shares
    Change vs previous 13F +1,603 shares

    5.3% of the 13F portfolio, value $18,968,104.

    13F-HR 0002003287-26-000002 filed by Financial Perspectives, Inc
    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 217,302 shares
    Change vs previous 13F +362 shares

    5.62% of the 13F portfolio, value $20,874,009.

    13F-HR 0002003287-26-000001 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 216,940 shares
    Change vs previous 13F -1,978 shares

    5.73% of the 13F portfolio, value $20,661,333.

    13F-HR 0002003287-25-000006 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 218,918 shares
    Change vs previous 13F -4,061 shares

    5.77% of the 13F portfolio, value $19,083,124.

    13F-HR 0002003287-25-000004 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 222,979 shares
    Change vs previous 13F -4,117 shares

    6.86% of the 13F portfolio, value $20,036,906.

    13F-HR 0002003287-25-000003 filed by Financial Perspectives, Inc
    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 227,096 shares
    Change vs previous 13F +5,261 shares

    6.09% of the 13F portfolio, value $18,140,429.

    13F-HR 0002003287-25-000001 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 221,835 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $19,971,830.

    13F-HR 0002003287-24-000021 filed by Financial Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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