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GeoWealth Management, LLC: MDT position timeline

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

GeoWealth Management, LLC held 50,382 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,382 shares
    Change vs previous 13F -1,079 shares

    0.12% of the 13F portfolio, value $3,941,432.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 51,461 shares
    Change vs previous 13F +614 shares

    0.16% of the 13F portfolio, value $4,459,135.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 50,847 shares
    Change vs previous 13F -1,101 shares

    0.18% of the 13F portfolio, value $4,884,329.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 51,948 shares
    Change vs previous 13F +19,567 shares

    0.18% of the 13F portfolio, value $4,947,560.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 32,381 shares
    Change vs previous 13F -1,244 shares

    0.11% of the 13F portfolio, value $2,822,651.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 33,625 shares
    Change vs previous 13F +1,881 shares

    0.12% of the 13F portfolio, value $3,021,543.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 31,744 shares
    Change vs previous 13F +8,094 shares

    0.08% of the 13F portfolio, value $2,535,711.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 23,650 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,129,210.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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