Skip to content
Disclosery

Zhang Financial LLC: MDT position timeline

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

Zhang Financial LLC held 56,984 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,984 shares
    Change vs previous 13F +12,259 shares

    0.13% of the 13F portfolio, value $4,457,876.

    13F-HR 0001776290-26-000005 filed by Zhang 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 44,725 shares
    Change vs previous 13F +9,311 shares

    0.13% of the 13F portfolio, value $3,875,393.

    13F-HR 0001776290-26-000004 filed by Zhang 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 35,414 shares
    Change vs previous 13F +3,436 shares

    0.13% of the 13F portfolio, value $3,401,900.

    13F-HR 0001776290-26-000002 filed by Zhang 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 31,978 shares
    Change vs previous 13F +5,323 shares

    0.12% of the 13F portfolio, value $3,045,533.

    13F-HR 0001776290-25-000006 filed by Zhang 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 26,655 shares
    Change vs previous 13F +2,086 shares

    0.11% of the 13F portfolio, value $2,323,498.

    13F-HR 0001776290-25-000005 filed by Zhang 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 24,569 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,207,802.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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