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Disclosery

XML Financial, LLC: MDT position timeline

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

XML Financial, LLC held 14,806 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,806 shares
    Change vs previous 13F -1,250 shares

    0.08% of the 13F portfolio, value $1,158,273.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 16,056 shares
    Change vs previous 13F -2,106 shares

    0.11% of the 13F portfolio, value $1,391,252.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 18,162 shares
    Change vs previous 13F -1,199 shares

    0.14% of the 13F portfolio, value $1,744,610.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 19,361 shares
    Change vs previous 13F +4,280 shares

    0.15% of the 13F portfolio, value $1,843,942.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 15,081 shares
    Change vs previous 13F +2,146 shares

    0.11% of the 13F portfolio, value $1,314,611.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 12,935 shares
    Change vs previous 13F -555 shares

    0.11% of the 13F portfolio, value $1,162,339.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 13,490 shares
    Change vs previous 13F +954 shares

    0.1% of the 13F portfolio, value $1,077,555.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 12,536 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,128,601.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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