Position in MDT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,132
New position
Shares Held
3,044
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,689
of 2,103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026ATLANTIC FAMILY WEALTH, LLC holds $238,132 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
|
3,044 | $238,132 |
All Filings in MDT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,132 | 3,044 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||