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Disclosery

Holistic Financial Partners: MDT position timeline

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

Holistic Financial Partners held 2,870 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,870 shares
    Change vs previous 13F -812 shares

    0.14% of the 13F portfolio, value $224,521.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 3,682 shares
    Change vs previous 13F -197 shares

    0.12% of the 13F portfolio, value $319,046.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 3,879 shares
    Change vs previous 13F +182 shares

    0.14% of the 13F portfolio, value $372,617.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 3,697 shares
    Change vs previous 13F +109 shares

    0.14% of the 13F portfolio, value $352,103.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 3,588 shares
    Change vs previous 13F -269 shares

    0.14% of the 13F portfolio, value $312,766.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 3,857 shares
    Change vs previous 13F -230 shares

    0.17% of the 13F portfolio, value $346,591.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 4,087 shares
    Change vs previous 13F +151 shares

    0.16% of the 13F portfolio, value $326,470.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 3,936 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $354,359.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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