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Portside Wealth Group, LLC: MDT position timeline

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

Portside Wealth Group, LLC held 38,323 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,323 shares
    Change vs previous 13F +2,061 shares

    0.35% of the 13F portfolio, value $2,997,985.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 36,262 shares
    Change vs previous 13F -1,676 shares

    0.43% of the 13F portfolio, value $3,142,076.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 37,938 shares
    Change vs previous 13F -1,084 shares

    0.49% of the 13F portfolio, value $3,644,295.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 39,022 shares
    Change vs previous 13F +323 shares

    0.52% of the 13F portfolio, value $3,716,427.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 38,699 shares
    Change vs previous 13F -2,399 shares

    0.5% of the 13F portfolio, value $3,373,365.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 41,098 shares
    Change vs previous 13F -16,660 shares

    0.6% of the 13F portfolio, value $3,693,039.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 57,758 shares
    Change vs previous 13F -947 shares

    0.76% of the 13F portfolio, value $4,613,685.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 58,705 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $5,285,184.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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