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Moran Wealth Management, LLC: MDT position timeline

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

Moran Wealth Management, LLC held 148,368 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,368 shares
    Change vs previous 13F +1,835 shares

    0.32% of the 13F portfolio, value $11,606,829.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 146,533 shares
    Change vs previous 13F -4,909 shares

    0.39% of the 13F portfolio, value $12,697,084.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 151,442 shares
    Change vs previous 13F -3,220 shares

    0.45% of the 13F portfolio, value $14,547,519.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 154,662 shares
    Change vs previous 13F -231 shares

    0.44% of the 13F portfolio, value $14,730,009.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 154,893 shares
    Change vs previous 13F -4,834 shares

    0.42% of the 13F portfolio, value $13,502,023.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 159,727 shares
    Change vs previous 13F +25,602 shares

    0.48% of the 13F portfolio, value $14,353,068.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 134,125 shares
    Change vs previous 13F -87,564 shares

    0.34% of the 13F portfolio, value $10,713,905.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 221,689 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $19,958,661.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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