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Disclosery

Synergy Asset Management, LLC: MDT position timeline

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

Synergy Asset Management, LLC held 32,771 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,771 shares
    Change vs previous 13F -1,704 shares

    0.24% of the 13F portfolio, value $2,563,675.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 34,475 shares
    Change vs previous 13F -597 shares

    0.32% of the 13F portfolio, value $2,987,259.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 35,072 shares
    Change vs previous 13F -222,726 shares

    0.35% of the 13F portfolio, value $3,369,016.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 257,798 shares
    Change vs previous 13F +128,899 shares

    0.81% of the 13F portfolio, value $22,472,252.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 128,899 shares
    Change vs previous 13F +30,585 shares

    1.29% of the 13F portfolio, value $11,236,126.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 98,314 shares
    Change vs previous 13F -129,488 shares

    1.11% of the 13F portfolio, value $8,834,496.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 227,802 shares
    Change vs previous 13F +117,809 shares

    1.5% of the 13F portfolio, value $19,353,307.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 109,993 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $9,902,670.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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