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SS&H Financial Advisors, Inc.: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SS&H Financial Advisors, Inc. on MDT, newest first. How the timeline and the estimate are built.

SS&H Financial Advisors, Inc. held 19,871 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,871 shares
    Change vs previous 13F +2,000 shares

    0.4% of the 13F portfolio, value $1,555,000.

    13F-HR 0001911735-26-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 17,871 shares
    Change vs previous 13F +1,500 shares

    0.5% of the 13F portfolio, value $1,717,000.

    13F-HR 0001911735-26-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 16,371 shares
    Change vs previous 13F +10,915 shares

    0.47% of the 13F portfolio, value $1,559,175.

    13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,456 shares
    Change vs previous 13F +700 shares

    0.16% of the 13F portfolio, value $475,600.

    13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,756 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $427,000.

    13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,756 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $380,000.

    13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 4,756 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $428,000.

    13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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