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Strategic Wealth Partners, Ltd.: MDT position timeline

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

Strategic Wealth Partners, Ltd. held 146,961 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,961 shares
    Change vs previous 13F +12,116 shares

    0.71% of the 13F portfolio, value $11,496,772.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 134,845 shares
    Change vs previous 13F -4,048 shares

    0.81% of the 13F portfolio, value $11,684,354.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 138,893 shares
    Change vs previous 13F +12,822 shares

    0.91% of the 13F portfolio, value $13,342,057.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 126,071 shares
    Change vs previous 13F +16,369 shares

    0.9% of the 13F portfolio, value $12,007,007.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    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 109,702 shares
    Change vs previous 13F +8,500 shares

    0.75% of the 13F portfolio, value $9,562,701.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    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 101,202 shares
    Change vs previous 13F +13,025 shares

    0.77% of the 13F portfolio, value $9,330,461.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    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 88,177 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $7,938,590.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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