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LifePlan Financial, LLC: MDT position timeline

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

LifePlan Financial, LLC held 21,005 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,005 shares
    Change vs previous 13F +851 shares

    1.15% of the 13F portfolio, value $1,643,221.

    13F-HR 0001739485-26-000004 filed by LifePlan Financial, 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 20,154 shares
    Change vs previous 13F -2,772 shares

    1.29% of the 13F portfolio, value $1,746,344.

    13F-HR 0001739485-26-000002 filed by LifePlan Financial, 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 22,926 shares
    Change vs previous 13F -301 shares

    1.69% of the 13F portfolio, value $2,202,272.

    13F-HR 0001739485-26-000001 filed by LifePlan Financial, 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 23,227 shares
    Change vs previous 13F +272 shares

    1.75% of the 13F portfolio, value $2,212,139.

    13F-HR 0001739485-25-000006 filed by LifePlan Financial, 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 22,955 shares
    Change vs previous 13F +176 shares

    1.66% of the 13F portfolio, value $2,000,987.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, 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 22,779 shares
    Change vs previous 13F +452 shares

    1.79% of the 13F portfolio, value $2,046,921.

    13F-HR 0001739485-25-000002 filed by LifePlan Financial, 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 22,327 shares
    Change vs previous 13F +822 shares

    1.58% of the 13F portfolio, value $1,783,481.

    13F-HR 0001739485-25-000001 filed by LifePlan Financial, 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 21,505 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,936,095.

    13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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