Three Bridge Wealth Advisors, LLC

Position in MDT — Medtronic plc

CIK 1950962 LOS ALTOS, CA

Position in MDT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,553,569

-$125,274 QoQ

Shares Held

19,859

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#908

of 2,098 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Three Bridge Wealth Advisors, LLC holds $1,553,569 across 1 Medical Devices name. MDT ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MDT	Medtronic plc This page	19,859	$1,553,569

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,553,569	19,859	+2.5%	Shares	Sole	2026-07-27
2026-03-31	$1,678,843	19,375	-3.6%	Shares	Sole	2026-05-12
2025-12-31	$1,931,382	20,106	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$1,908,228	20,036	-4.7%	Shares	Sole	2025-10-21
2025-06-30	$1,831,877	21,015	+13.3%	Shares	Sole	2025-07-22
2025-03-31	$1,666,273	18,543	+5.7%	Shares	Sole	2025-05-06
2024-12-31	$1,401,654	17,547	-3.0%	Shares	Sole	2025-01-29
2024-09-30	$1,629,092	18,095	+7.4%	Shares	Sole	2024-11-13
2024-06-30	$1,326,027	16,847	-4.3%	Shares	Sole	2024-08-14
2024-03-31	$1,534,450	17,607	+26.4%	Shares	Sole	2024-05-14
2023-12-31	$1,147,635	13,931	-19.3%	Shares	Sole	2024-02-08
2023-09-30	$1,352,650	17,262	+22.8%	Shares	Sole	2023-11-13
2023-06-30	$1,238,686	14,060	-9.7%	Shares	Sole	2023-07-28
2023-03-31	$1,255,334	15,571	+63.1%	Shares	Sole	2023-05-11
2022-12-31	$742,070	9,548	-32.3%	Shares	Sole	2023-02-14
2022-09-30	$1,139,544	14,112	+3.7%	Shares	Sole	2022-11-10
2022-06-30	$1,221,228	13,607	+2.5%	Shares	Sole	2022-11-10
2022-03-31	$1,472,528	13,272	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.