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Soltis Investment Advisors LLC: MDT position timeline

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

Soltis Investment Advisors LLC held 132,646 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,646 shares
    Change vs previous 13F +8,114 shares

    0.6% of the 13F portfolio, value $10,376,905.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 124,532 shares
    Change vs previous 13F +22,505 shares

    0.7% of the 13F portfolio, value $10,790,662.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 102,027 shares
    Change vs previous 13F +4,637 shares

    0.65% of the 13F portfolio, value $9,800,696.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 97,390 shares
    Change vs previous 13F +4,168 shares

    0.64% of the 13F portfolio, value $9,275,377.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 93,222 shares
    Change vs previous 13F +4,687 shares

    0.64% of the 13F portfolio, value $8,126,141.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 88,535 shares
    Change vs previous 13F +2,336 shares

    0.71% of the 13F portfolio, value $7,955,762.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 86,199 shares
    Change vs previous 13F -1,911 shares

    0.64% of the 13F portfolio, value $6,885,595.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 88,110 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $7,932,539.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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