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Forza Wealth Management, LLC: MDT position timeline

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

Forza Wealth Management, LLC held 6,687 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,687 shares
    Change vs previous 13F -400 shares

    0.16% of the 13F portfolio, value $523,124.

    13F-HR 0001963030-26-000003 filed by Forza Wealth 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 ended2026-03-31
    13F 7,087 shares
    Change vs previous 13F +288 shares

    0.21% of the 13F portfolio, value $614,089.

    13F-HR 0001963030-26-000002 filed by Forza Wealth 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 ended2025-12-31
    13F 6,799 shares
    Change vs previous 13F +1,275 shares

    0.24% of the 13F portfolio, value $653,112.

    13F-HR 0001963030-26-000001 filed by Forza Wealth 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 ended2025-09-30
    13F 5,524 shares
    Change vs previous 13F +760 shares

    0.2% of the 13F portfolio, value $526,106.

    13F-HR 0001963030-25-000012 filed by Forza Wealth 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 ended2025-06-30
    13F 4,764 shares
    Change vs previous 13F +610 shares

    0.17% of the 13F portfolio, value $415,278.

    13F-HR 0001963030-25-000005 filed by Forza Wealth 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 ended2025-03-31
    13F 4,154 shares
    Change vs previous 13F +90 shares

    0.17% of the 13F portfolio, value $373,278.

    13F-HR 0001963030-25-000003 filed by Forza Wealth 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 ended2024-12-31
    13F 4,064 shares
    Change vs previous 13F +403 shares

    0.15% of the 13F portfolio, value $324,632.

    13F-HR 0001963030-25-000001 filed by Forza Wealth 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 ended2024-09-30
    13F 3,661 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $329,600.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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