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Disclosery

CreativeOne Wealth, LLC: MDT position timeline

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

CreativeOne Wealth, LLC held 13,581 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,581 shares
    Change vs previous 13F -1,017 shares

    0.02% of the 13F portfolio, value $1,062,507.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 14,598 shares
    Change vs previous 13F +490 shares

    0.03% of the 13F portfolio, value $1,264,915.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 14,108 shares
    Change vs previous 13F +283 shares

    0.03% of the 13F portfolio, value $1,355,240.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 13,825 shares
    Change vs previous 13F -27 shares

    0.03% of the 13F portfolio, value $1,316,725.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 13,852 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $1,207,437.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 14,110 shares
    Change vs previous 13F +1,631 shares

    0.04% of the 13F portfolio, value $1,267,957.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 12,479 shares
    Change vs previous 13F -8,193 shares

    0.03% of the 13F portfolio, value $996,827.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 20,672 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,861,079.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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