NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in MDT — Medtronic plc

CIK 1109767 CEDAR RAPIDS, IA

Position in MDT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$670,900

-$39,023 QoQ

Shares Held

8,576

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,227

of 2,100 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $4,665,278 across 3 Medical Devices names. MDT ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	28,684	$2,602,786
2	SYK	Stryker Corp	4,420	$1,391,592
3	MDT	Medtronic plc This page	8,576	$670,900

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,900	8,576	+4.7%	Shares	Sole	2026-07-23
2026-03-31	$709,923	8,193	+0.6%	Shares	Sole	2026-04-15
2025-12-31	$782,312	8,144	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$763,824	8,020	-2.3%	Shares	Sole	2025-10-28
2025-06-30	$715,927	8,213	+1.2%	Shares	Sole	2025-08-11
2025-03-31	$729,124	8,114	+2.9%	Shares	Sole	2025-05-13
2024-12-31	$629,614	7,882	-9.1%	Shares	Sole	2025-01-30
2024-09-30	$780,740	8,672	-31.3%	Shares	Sole	2024-11-04
2024-06-30	$993,635	12,624	+62.2%	Shares	Sole	2024-07-29
2024-03-31	$678,375	7,784	-63.8%	Shares	Sole	2024-04-23
2023-12-31	$1,772,488	21,516	-16.4%	Shares	Sole	2024-02-09
2023-09-30	$2,016,986	25,740	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$2,368,832	26,888	+5.0%	Shares	Sole	2023-08-14
2023-03-31	$2,064,113	25,603	+2.2%	Shares	Sole	2023-05-15
2022-12-31	$1,946,497	25,045	+240.1%	Shares	Sole	2023-02-07
2022-09-30	$594,723	7,365	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$641,263	7,145	-7.5%	Shares	Sole	2022-08-15
2022-03-31	$857,199	7,726	+166.4%	Shares	Sole	2022-05-13
2021-09-30	$363,515	2,900	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$361,590	2,913	+10.3%	Shares	Sole	2021-08-16
2021-03-31	$312,099	2,642	+23.7%	Shares	Sole	2021-05-14
2020-12-31	$250,211	2,136	-10.6%	Shares	Sole	2021-02-16
2020-09-30	$248,264	2,389	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$219,804	2,397	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.