Prestige Wealth Management Group LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prestige Wealth Management Group LLC on MDT, newest first. How the timeline and the estimate are built.
Prestige Wealth Management Group LLC held 7,981 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,981 sharesChange vs previous 13F -219 shares
0.11% of the 13F portfolio, value $630,071.
13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,200 sharesChange vs previous 13F -23 shares
0.14% of the 13F portfolio, value $716,286.
13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,223 sharesChange vs previous 13F +3,530 shares
0.15% of the 13F portfolio, value $795,774.
13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 4,693 sharesChange vs previous 13F +239 shares
0.09% of the 13F portfolio, value $450,326.
13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,454 sharesChange vs previous 13F +103 shares
0.08% of the 13F portfolio, value $391,447.
13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,351 sharesChange vs previous 13F +86 shares
0.08% of the 13F portfolio, value $394,057.
13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,265 sharesChange vs previous 13F -3,257 shares
0.07% of the 13F portfolio, value $343,684.
13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 7,522 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $682,504.
13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).