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Disclosery

Plan A Wealth LLC: MDT position timeline

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

Plan A Wealth LLC held 5,917 MDT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,917 shares
    Change vs previous 13F +129 shares

    0.18% of the 13F portfolio, value $510,578.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,788 shares
    Change vs previous 13F +554 shares

    0.19% of the 13F portfolio, value $452,795.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth 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 5,234 shares
    Change vs previous 13F +356 shares

    0.22% of the 13F portfolio, value $453,526.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth 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 4,878 shares
    Change vs previous 13F +172 shares

    0.23% of the 13F portfolio, value $468,581.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth 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 4,706 shares
    Change vs previous 13F +495 shares

    0.23% of the 13F portfolio, value $448,199.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth 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 4,211 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $367,073.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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