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Disclosery

WCG Wealth Advisors LLC: MDT position timeline

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

WCG Wealth Advisors LLC held 106,498 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 106,498 shares
    Change vs previous 13F +29,962 shares

    0.2% of the 13F portfolio, value $8,331,337.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 76,536 shares
    Change vs previous 13F +8,756 shares

    0.19% of the 13F portfolio, value $6,631,898.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 67,780 shares
    Change vs previous 13F +40,683 shares

    0.18% of the 13F portfolio, value $6,511,040.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 27,097 shares
    Change vs previous 13F -2,378 shares

    0.16% of the 13F portfolio, value $2,580,675.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 29,475 shares
    Change vs previous 13F +1,861 shares

    0.17% of the 13F portfolio, value $2,569,353.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 27,614 shares
    Change vs previous 13F -770 shares

    0.19% of the 13F portfolio, value $2,481,397.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 28,384 shares
    Change vs previous 13F +5,606 shares

    0.15% of the 13F portfolio, value $2,267,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 22,778 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,051,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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