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Disclosery

Advisor OS, LLC: MDT position timeline

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

Advisor OS, LLC held 10,316 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,316 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $806,995.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 10,370 shares
    Change vs previous 13F -3,969 shares

    0.07% of the 13F portfolio, value $898,611.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 14,339 shares
    Change vs previous 13F -534 shares

    0.11% of the 13F portfolio, value $1,377,453.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 14,873 shares
    Change vs previous 13F -603 shares

    0.12% of the 13F portfolio, value $1,416,547.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 15,476 shares
    Change vs previous 13F +564 shares

    0.13% of the 13F portfolio, value $1,349,074.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 14,912 shares
    Change vs previous 13F +3,112 shares

    0.15% of the 13F portfolio, value $1,340,015.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 11,800 shares
    Change vs previous 13F +7,118 shares

    0.11% of the 13F portfolio, value $942,598.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 4,682 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $421,529.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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