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Disclosery

Naviter Wealth, LLC: MDT position timeline

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

Naviter Wealth, LLC held 14,348 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,348 shares
    Change vs previous 13F +200 shares

    0.1% of the 13F portfolio, value $1,132,759.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 14,148 shares
    Change vs previous 13F -2,137 shares

    0.15% of the 13F portfolio, value $1,235,952.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 16,285 shares
    Change vs previous 13F -3,490 shares

    0.21% of the 13F portfolio, value $1,575,899.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 19,775 shares
    Change vs previous 13F -78 shares

    0.22% of the 13F portfolio, value $1,897,411.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 19,853 shares
    Change vs previous 13F +318 shares

    0.21% of the 13F portfolio, value $1,744,704.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 19,535 shares
    Change vs previous 13F +62 shares

    0.21% of the 13F portfolio, value $1,725,537.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 19,473 shares
    Change vs previous 13F +3,120 shares

    0.19% of the 13F portfolio, value $1,569,134.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 16,353 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,483,713.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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