WEALTH ALLIANCE, LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on MDT, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 17,451 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 17,451 sharesChange vs previous 13F +7,201 shares
0.11% of the 13F portfolio, value $1,365,214.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,250 sharesChange vs previous 13F +5,745 shares
0.09% of the 13F portfolio, value $888,151.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,505 sharesChange vs previous 13F +376 shares
0.04% of the 13F portfolio, value $432,730.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,129 sharesChange vs previous 13F -323 shares
0.04% of the 13F portfolio, value $393,254.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,452 sharesChange vs previous 13F +242 shares
0.04% of the 13F portfolio, value $388,071.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,210 sharesChange vs previous 13F +115 shares
0.05% of the 13F portfolio, value $378,328.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,095 sharesChange vs previous 13F -688 shares
0.04% of the 13F portfolio, value $327,094.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,783 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $430,576.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).