Skip to content
Disclosery

Independent Advisor Alliance: MDT position timeline

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

Independent Advisor Alliance held 70,072 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,072 shares
    Change vs previous 13F -7,683 shares

    0.13% of the 13F portfolio, value $5,481,733.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 77,755 shares
    Change vs previous 13F +6,740 shares

    0.07% of the 13F portfolio, value $6,737,463.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 71,015 shares
    Change vs previous 13F +3,912 shares

    0.17% of the 13F portfolio, value $6,821,645.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 67,103 shares
    Change vs previous 13F +19,328 shares

    0.17% of the 13F portfolio, value $6,390,870.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 47,775 shares
    Change vs previous 13F -7,033 shares

    0.12% of the 13F portfolio, value $4,164,544.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 54,808 shares
    Change vs previous 13F -99 shares

    0.16% of the 13F portfolio, value $4,925,055.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 54,907 shares
    Change vs previous 13F +11,075 shares

    0.06% of the 13F portfolio, value $4,386,042.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 43,832 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,946,200.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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