Position in MDT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,398
-$1,129 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026WFA of San Diego, LLC holds $268,653 across 1 Medical Devices name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIO |
Bio-Rad Laboratories, Inc.
|
915 | $268,653 |
All Filings in MDT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,398 | 120 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,527 | 120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,428 | 120 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $10,460 | 120 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $10,803 | 120 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,445 | 120 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $9,403 | 120 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,572 | 120 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $9,326 | 120 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $17,860 | 199 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||