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Pathstone Holdings, LLC: MDT position timeline

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

Pathstone Holdings, LLC held 151,553 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 151,553 shares
    Change vs previous 13F -3,596 shares

    0.03% of the 13F portfolio, value $11,886,996.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 155,149 shares
    Change vs previous 13F +30,344 shares

    0.05% of the 13F portfolio, value $13,455,918.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 124,805 shares
    Change vs previous 13F -7,558 shares

    0.05% of the 13F portfolio, value $11,998,631.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 132,363 shares
    Change vs previous 13F +7,681 shares

    0.05% of the 13F portfolio, value $12,618,694.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 124,682 shares
    Change vs previous 13F +4,799 shares

    0.04% of the 13F portfolio, value $10,877,386.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 119,883 shares
    Change vs previous 13F +11,216 shares

    0.05% of the 13F portfolio, value $10,778,213.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 108,667 shares
    Change vs previous 13F -17,136 shares

    0.04% of the 13F portfolio, value $8,691,304.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 125,803 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $11,332,909.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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