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PENSION & WEALTH MANAGEMENT ADVISORS, INC.: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on MDT, newest first. How the timeline and the estimate are built.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,558 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 1,558 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $121,882.

    13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,554 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $134,654.

    13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,453 shares
    Change vs previous 13F +200 shares

    0.04% of the 13F portfolio, value $139,575.

    13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,253 shares
    Change vs previous 13F +600 shares

    0.04% of the 13F portfolio, value $119,336.

    13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 653 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $56,922.

    13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,170 shares
    Change vs previous 13F -62 shares

    0.04% of the 13F portfolio, value $105,136.

    13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,232 shares
    Change vs previous 13F +153 shares

    0.04% of the 13F portfolio, value $98,412.

    13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    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 1,079 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $97,142.

    13F-HR 0002145782-26-000009 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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