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ANGELES WEALTH MANAGEMENT, LLC: MDT position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 3,505 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,505 shares
    Change vs previous 13F -2,538 shares

    0.01% of the 13F portfolio, value $277,135.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 6,043 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $527,780.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 5,490 shares
    Change vs previous 13F +1,455 shares

    0.03% of the 13F portfolio, value $531,035.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 4,035 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $384,293.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 3,970 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $346,065.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 3,309 shares
    Change vs previous 13F -6,833 shares

    0.02% of the 13F portfolio, value $297,347.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,309 shares

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

  7. period ended2024-12-31
    13F 10,142 shares
    Change vs previous 13F +442 shares

    0.02% of the 13F portfolio, value $812,653.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 7,057 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 3,085 shares

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

  8. period ended2024-09-30
    13F 9,700 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $875,801.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 7,437 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 2,263 shares

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