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Disclosery

HB Wealth Management, LLC: MDT position timeline

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

HB Wealth Management, LLC held 98,948 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,948 shares
    Change vs previous 13F -2,820 shares

    0.04% of the 13F portfolio, value $7,740,731.

    13F-HR 0001172661-26-002920 filed by HB 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 101,768 shares
    Change vs previous 13F -5,857 shares

    0.06% of the 13F portfolio, value $8,818,218.

    13F-HR 0001172661-26-001543 filed by HB 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 107,625 shares
    Change vs previous 13F -1,000 shares

    0.07% of the 13F portfolio, value $10,338,500.

    13F-HR 0001172661-26-000353 filed by HB 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 108,625 shares
    Change vs previous 13F +7,356 shares

    0.07% of the 13F portfolio, value $10,345,508.

    13F-HR 0001172661-25-004398 filed by HB 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 101,269 shares
    Change vs previous 13F +5,192 shares

    0.07% of the 13F portfolio, value $8,827,630.

    13F-HR 0001172661-25-002644 filed by HB 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 96,077 shares
    Change vs previous 13F +16,264 shares

    0.07% of the 13F portfolio, value $8,633,547.

    13F-HR 0001172661-25-001594 filed by HB 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 79,813 shares
    Change vs previous 13F +4,051 shares

    0.07% of the 13F portfolio, value $6,374,850.

    13F-HR 0001172661-25-000193 filed by HB 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 75,762 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,820,878.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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