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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

  1. period ended2026-06-30
    13F 40,265 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 40,350 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 39,525 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 39,485 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 40,300 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 40,080 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 39,637 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 38,485 shares
    Change 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), ingested

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