Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: MDT position timeline

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

Steward Partners Investment Advisory, LLC held 172,449 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,449 shares
    Change vs previous 13F -71,870 shares

    0.07% of the 13F portfolio, value $13,490,718.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 244,319 shares
    Change vs previous 13F -8,840 shares

    0.11% of the 13F portfolio, value $21,170,283.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 253,159 shares
    Change vs previous 13F +12,796 shares

    0.13% of the 13F portfolio, value $24,318,417.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 240,363 shares
    Change vs previous 13F -27,582 shares

    0.13% of the 13F portfolio, value $22,892,238.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 267,945 shares
    Change vs previous 13F +16,265 shares

    0.18% of the 13F portfolio, value $23,356,711.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 251,680 shares
    Change vs previous 13F +23,120 shares

    0.2% of the 13F portfolio, value $22,615,897.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 228,560 shares
    Change vs previous 13F +21,244 shares

    0.16% of the 13F portfolio, value $18,257,389.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 207,316 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,664,617.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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