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Disclosery

VANCE WEALTH, LLC: MDT position timeline

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

VANCE WEALTH, LLC held 12,249 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,249 shares
    Change vs previous 13F -6,604 shares

    0.22% of the 13F portfolio, value $967,040.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 18,853 shares
    Change vs previous 13F -58 shares

    0.48% of the 13F portfolio, value $1,646,995.

    13F-HR 0001951757-26-000879 filed by VANCE 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/A 18,911 shares
    Change vs previous 13F -5,255 shares

    0.54% of the 13F portfolio, value $1,830,018.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 24,166 shares
    Change vs previous 13F -183 shares

    0.71% of the 13F portfolio, value $2,318,727.

    13F-HR 0001951757-25-001441 filed by VANCE 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 24,349 shares
    Change vs previous 13F -55 shares

    0.72% of the 13F portfolio, value $2,122,502.

    13F-HR 0001951757-25-001086 filed by VANCE 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 24,404 shares
    Change vs previous 13F -4,899 shares

    0.82% of the 13F portfolio, value $2,192,944.

    13F-HR 0001951757-25-000555 filed by VANCE 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 29,303 shares
    Change vs previous 13F +33 shares

    0.9% of the 13F portfolio, value $2,340,723.

    13F-HR 0001951757-25-000262 filed by VANCE 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 29,270 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,635,178.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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