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Disclosery

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV on MDT, newest first. How the timeline and the estimate are built.

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held 23,028 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 23,028 shares
    Change vs previous 13F -902 shares

    0.45% of the 13F portfolio, value $1,801,480.

    13F-HR 0000752365-26-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 23,930 shares
    Change vs previous 13F -992 shares

    0.58% of the 13F portfolio, value $2,073,535.

    13F-HR 0000752365-26-000003 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 24,922 shares
    Change vs previous 13F -507 shares

    0.64% of the 13F portfolio, value $2,394,007.

    13F-HR 0000752365-26-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 25,429 shares
    Change vs previous 13F -452 shares

    0.67% of the 13F portfolio, value $2,421,858.

    13F-HR 0000752365-25-000009 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 25,881 shares
    Change vs previous 13F -2,166 shares

    0.66% of the 13F portfolio, value $2,256,047.

    13F-HR 0000752365-25-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 28,047 shares
    Change vs previous 13F +280 shares

    0.76% of the 13F portfolio, value $2,520,303.

    13F-HR 0000752365-25-000002 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 27,767 shares
    Change vs previous 13F -7,964 shares

    0.67% of the 13F portfolio, value $2,218,028.

    13F-HR 0000752365-25-000001 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    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 35,731 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,216,862.

    13F-HR 0000752365-24-000004 filed by WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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