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Disclosery

LVW Advisors, LLC: MDT position timeline

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

LVW Advisors, LLC held 8,138 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,138 shares
    Change vs previous 13F -5,237 shares

    0.06% of the 13F portfolio, value $636,636.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 13,375 shares
    Change vs previous 13F -16,120 shares

    0.11% of the 13F portfolio, value $1,158,944.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 29,495 shares
    Change vs previous 13F -1,415 shares

    0.29% of the 13F portfolio, value $2,833,290.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, 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 30,910 shares
    Change vs previous 13F +3,021 shares

    0.3% of the 13F portfolio, value $2,943,869.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, 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 27,889 shares
    Change vs previous 13F +3,290 shares

    0.27% of the 13F portfolio, value $2,431,085.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, 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 24,599 shares
    Change vs previous 13F +4,892 shares

    0.27% of the 13F portfolio, value $2,210,467.

    13F-HR 0001085146-25-001955 filed by LVW Advisors, 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 19,707 shares
    Change vs previous 13F +1,358 shares

    0.19% of the 13F portfolio, value $1,574,196.

    13F-HR 0001085146-25-000247 filed by LVW Advisors, 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 18,349 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,651,961.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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