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Perennial Advisors, LLC: MDT position timeline

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

Perennial Advisors, LLC held 54,999 MDT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,999 shares
    Change vs previous 13F -1,099 shares

    0.71% of the 13F portfolio, value $4,746,171.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 56,098 shares
    Change vs previous 13F -7,874 shares

    0.68% of the 13F portfolio, value $4,388,889.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 63,972 shares
    Change vs previous 13F +2,140 shares

    0.94% of the 13F portfolio, value $5,543,484.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 61,832 shares
    Change vs previous 13F +2,861 shares

    1% of the 13F portfolio, value $5,939,892.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 58,971 shares
    Change vs previous 13F +375 shares

    0.97% of the 13F portfolio, value $5,616,690.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,596 shares
    Change vs previous 13F -822 shares

    0.95% of the 13F portfolio, value $5,108,106.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 59,418 shares
    Change vs previous 13F -878 shares

    1.07% of the 13F portfolio, value $5,339,590.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 60,296 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,816,689.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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