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Disclosery

Stone Summit Wealth LLC: MDT position timeline

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

Stone Summit Wealth LLC held 0 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -22,060 shares

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 22,060 shares
    Change vs previous 13F +874 shares

    0.53% of the 13F portfolio, value $1,911,499.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 21,186 shares
    Change vs previous 13F +2,495 shares

    0.55% of the 13F portfolio, value $2,035,127.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 18,691 shares
    Change vs previous 13F +1,997 shares

    0.5% of the 13F portfolio, value $1,780,131.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 16,694 shares
    Change vs previous 13F -905 shares

    0.45% of the 13F portfolio, value $1,455,216.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 17,599 shares
    Change vs previous 13F +2,580 shares

    0.54% of the 13F portfolio, value $1,581,446.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 15,019 shares
    Change vs previous 13F -1,815 shares

    0.4% of the 13F portfolio, value $1,199,718.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 16,834 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,515,565.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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