Roberts Wealth Advisors, LLC: MDT position timeline

Roberts Wealth Advisors, LLC held 0 MDT shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -34,152 shares

   13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 34,152 shares

   Change vs previous 13F -358 shares

   0.86% of the 13F portfolio, value $2,977,030.

   13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 34,510 shares

   Change vs previous 13F -171 shares

   0.96% of the 13F portfolio, value $3,101,069.

   13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 34,681 shares

   Change vs previous 13F -15,334 shares

   0.9% of the 13F portfolio, value $2,961,760.

   13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 50,015 shares

   Change vs previous 13F not available

   1.43% of the 13F portfolio, value $4,408,320.

   13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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