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Old North State Wealth Management, LLC: MDT position timeline

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

Old North State Wealth Management, LLC held 51,798 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,798 shares
    Change vs previous 13F +4,876 shares

    1.73% of the 13F portfolio, value $4,056,900.

    13F-HR 0002041262-26-000003 filed by Old North State 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 46,922 shares
    Change vs previous 13F +2,849 shares

    1.88% of the 13F portfolio, value $4,069,722.

    13F-HR 0002041262-26-000002 filed by Old North State 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 44,073 shares
    Change vs previous 13F +1,878 shares

    1.99% of the 13F portfolio, value $4,237,863.

    13F-HR 0002041262-26-000001 filed by Old North State 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 42,195 shares
    Change vs previous 13F +981 shares

    1.88% of the 13F portfolio, value $4,023,464.

    13F-HR 0002041262-25-000003 filed by Old North State 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 41,214 shares
    Change vs previous 13F +1,850 shares

    1.87% of the 13F portfolio, value $3,596,728.

    13F-HR 0001085146-25-003879 filed by Old North State 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 39,364 shares
    Change vs previous 13F +6,250 shares

    1.97% of the 13F portfolio, value $3,541,009.

    13F-HR 0001085146-25-002310 filed by Old North State 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 33,114 shares
    Change vs previous 13F +1,548 shares

    1.49% of the 13F portfolio, value $2,648,218.

    13F-HR 0001085146-25-000495 filed by Old North State 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 31,566 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,843,983.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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