Skip to content
Disclosery

Peterson Wealth Services: MDT position timeline

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

Peterson Wealth Services held 55 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,303.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 55 shares
    Change vs previous 13F -19,951 shares

    <0.01% of the 13F portfolio, value $4,766.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 20,006 shares
    Change vs previous 13F +13,132 shares

    0.49% of the 13F portfolio, value $1,921,808.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 6,874 shares
    Change vs previous 13F -14,461 shares

    0.56% of the 13F portfolio, value $2,034,232.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 21,335 shares
    Change vs previous 13F +640 shares

    0.51% of the 13F portfolio, value $1,859,777.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 20,695 shares
    Change vs previous 13F +2,441 shares

    0.58% of the 13F portfolio, value $1,859,658.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 18,254 shares
    Change vs previous 13F +686 shares

    0.44% of the 13F portfolio, value $1,458,137.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 17,568 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,581,619.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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