Kovitz Investment Group, LLC: MDT position timeline

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

Kovitz Investment Group, LLC held 2,818 MDT shares at 2015-12-31 per its 13F-HR filed 2016-02-16.

the latest 13F is the newest step

period ended2015-12-31
13F 2,818 shares
Change vs previous 13F +2,818 shares
0.01% of the 13F portfolio, value $217,000.
13F-HR 0001398344-16-009921 filed by Kovitz Investment Group, LLC
Filed 2016-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-09-30
13F 0 shares
Change vs previous 13F -3,222 shares
13F-HR 0001398344-15-008088 filed by Kovitz Investment Group, LLC
Filed 2015-12-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2015-06-30
13F 3,222 shares
Change vs previous 13F -350 shares
0.01% of the 13F portfolio, value $239,000.
13F-HR 0001398344-15-005336 filed by Kovitz Investment Group, LLC
Filed 2015-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2015-03-31
13F 3,572 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $279,000.
13F-HR 0001398344-15-003329 filed by Kovitz Investment Group, LLC
Filed 2015-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC
Acceptance time not in the bulk data set (spec §4.2).