Oak Asset Management, LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Asset Management, LLC on MDT, newest first. How the timeline and the estimate are built.
Oak Asset Management, LLC held 40,265 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 40,265 sharesChange vs previous 13F -85 shares
1.01% of the 13F portfolio, value $3,149,931.
13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,350 sharesChange vs previous 13F +825 shares
1.2% of the 13F portfolio, value $3,496,328.
13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,525 sharesChange vs previous 13F +40 shares
1.29% of the 13F portfolio, value $3,796,772.
13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,485 sharesChange vs previous 13F -815 shares
1.29% of the 13F portfolio, value $3,760,551.
13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,300 sharesChange vs previous 13F +220 shares
1.26% of the 13F portfolio, value $3,512,951.
13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,080 sharesChange vs previous 13F +443 shares
1.32% of the 13F portfolio, value $3,601,589.
13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,637 sharesChange vs previous 13F +1,152 shares
1.17% of the 13F portfolio, value $3,166,204.
13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,485 sharesChange vs previous 13F not available
1.23% of the 13F portfolio, value $3,464,805.
13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).