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Kestra Advisory Services, LLC: MDT position timeline

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

Kestra Advisory Services, LLC held 507,723 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 507,723 shares
    Change vs previous 13F +116,607 shares

    0.09% of the 13F portfolio, value $39,719,212.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 84,879 shares
    • Kestra Advisory Services, LLC: 413,897 shares
    • Kestra Investment Management, LLC: 8,947 shares

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

  2. period ended2026-03-31
    13F 391,116 shares
    Change vs previous 13F -943 shares

    0.08% of the 13F portfolio, value $33,890,154.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 114,648 shares
    • Kestra Advisory Services, LLC: 245,693 shares
    • Kestra Investment Management, LLC: 30,775 shares

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

  3. period ended2025-12-31
    13F 392,059 shares
    Change vs previous 13F +31,483 shares

    0.1% of the 13F portfolio, value $37,661,124.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 113,218 shares
    • Kestra Advisory Services, LLC: 238,422 shares
    • Kestra Investment Management, LLC: 40,419 shares

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

  4. period ended2025-09-30
    13F 360,576 shares
    Change vs previous 13F +67,350 shares

    0.1% of the 13F portfolio, value $34,367,926.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 109,300 shares
    • Kestra Advisory Services, LLC: 213,731 shares
    • Kestra Investment Management, LLC: 37,545 shares

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

  5. period ended2025-06-30
    13F/A 293,226 shares
    Change vs previous 13F +6,405 shares

    0.08% of the 13F portfolio, value $25,560,470.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 112,558 shares
    • Kestra Advisory Services, LLC: 147,904 shares
    • Kestra Investment Management, LLC: 32,764 shares

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

  6. period ended2025-03-31
    13F/A 286,821 shares
    Change vs previous 13F +22,058 shares

    0.09% of the 13F portfolio, value $25,773,736.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 108,588 shares
    • Kestra Advisory Services, LLC: 154,994 shares
    • Kestra Investment Management, LLC: 23,239 shares

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

  7. period ended2024-12-31
    13F 264,763 shares
    Change vs previous 13F -111,590 shares

    0.08% of the 13F portfolio, value $21,149,303.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 103,281 shares
    • Kestra Advisory Services, LLC: 154,818 shares
    • Kestra Investment Management, LLC: 6,664 shares

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

  8. period ended2024-09-30
    13F 376,353 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $33,883,063.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 97,339 shares
    • Kestra Advisory Services, LLC: 273,055 shares
    • Kestra Investment Management, LLC: 5,959 shares

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