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Diversify Advisory Services, LLC: MDT position timeline

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

Diversify Advisory Services, LLC held 194,580 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,580 shares
    Change vs previous 13F +92,712 shares

    0.14% of the 13F portfolio, value $16,387,466.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 97,290 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 97,290 shares

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

  2. period ended2026-03-31
    13F 101,868 shares
    Change vs previous 13F +2,131 shares

    0.13% of the 13F portfolio, value $8,085,193.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,421 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 98,447 shares

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

  3. period ended2025-12-31
    13F 99,737 shares
    Change vs previous 13F +8,315 shares

    0.18% of the 13F portfolio, value $9,628,457.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 34,790 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 64,947 shares

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

  4. period ended2025-09-30
    13F 91,422 shares
    Change vs previous 13F +2,414 shares

    0.18% of the 13F portfolio, value $8,246,266.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,064 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 59,358 shares

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

  5. period ended2025-06-30
    13F 89,008 shares
    Change vs previous 13F +11,177 shares

    0.19% of the 13F portfolio, value $8,195,833.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,882 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 57,126 shares

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

  6. period ended2025-03-31
    13F 77,831 shares
    Change vs previous 13F -687 shares

    0.22% of the 13F portfolio, value $6,584,514.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,498 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 51,333 shares

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

  7. period ended2024-12-31
    13F 78,518 shares
    Change vs previous 13F +3,662 shares

    0.2% of the 13F portfolio, value $6,333,265.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,714 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 45,804 shares

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

  8. period ended2024-09-30
    13F 74,856 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,856,361.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,986 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,870 shares

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