LEVEL FOUR ADVISORY SERVICES, LLC

Position in MDT — Medtronic plc

CIK 1696715 DALLAS, TX

Position in MDT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,990,355

-$683,286 QoQ

Shares Held

51,008

-5.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#626

of 2,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $15,028,094 across 9 Medical Devices names. MDT ranks #1 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	51,008	$3,990,355
2	DXCM	Dexcom Inc	57,446	$3,868,988
3	ABT	Abbott Laboratories	25,087	$2,276,394
4	UFPT	Ufp Technologies Inc	6,945	$1,841,327
5	SYK	Stryker Corp	4,239	$1,334,606
6	BSX	Boston Scientific Corp	13,749	$586,807
7	EW	Edwards Lifesciences Corp	4,742	$428,961
8	PHG	Koninklijke Philips NV	13,920	$378,484

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,990,355	51,008	-5.4%	Shares	Sole	2026-08-10
2026-03-31	$4,673,641	53,937	+21.8%	Shares	Sole	2026-05-14
2025-12-31	$4,255,361	44,299	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$4,177,416	43,862	+3.1%	Shares	Sole	2025-11-12
2025-06-30	$3,706,991	42,526	+2.6%	Shares	Sole	2025-08-13
2025-03-31	$3,724,876	41,452	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$3,273,642	40,982	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$3,660,349	40,657	-58.5%	Shares	Sole	2024-11-14
2024-06-30	$7,715,469	98,024	+68.6%	Shares	Sole	2024-08-09
2024-03-31	$5,068,208	58,155	+1.8%	Shares	Sole	2024-05-13
2023-12-31	$4,704,886	57,112	-4.2%	Shares	Sole	2024-02-08
2023-09-30	$4,669,472	59,590	+19.6%	Shares	Sole	2023-11-13
2023-06-30	$4,388,789	49,816	+13.3%	Shares	Sole	2023-07-10
2023-03-31	$3,543,974	43,959	+19.6%	Shares	Sole	2023-06-05
2022-12-31	$2,857,064	36,761	+22.7%	Shares	Sole	2023-02-13
2022-09-30	$2,418,624	29,952	-6.0%	Shares	Sole	2022-11-07
2022-06-30	$2,860,691	31,874	+10.6%	Shares	Sole	2022-08-08
2022-03-31	$3,196,136	28,807	+70.5%	Shares	Sole	2022-05-10
2021-09-30	$2,117,537	16,893	-11.3%	Shares	Sole	2021-10-12
2021-06-30	$2,365,173	19,054	-2.0%	Shares	Sole	2021-08-09
2021-03-31	$2,297,746	19,451	+0.0%	Shares	Sole	2021-05-10
2020-12-31	$2,277,904	19,446	-3.9%	Shares	Sole	2021-02-10
2020-09-30	$2,103,132	20,238	-53.6%	Shares	Sole	2020-11-02
2020-06-30	$3,999,037	43,610	+116.7%	Shares	Sole	2020-08-17
2020-03-31	$1,814,962	20,126	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.