Caliber Wealth Management, LLC / KS

Position in MDT — Medtronic plc

CIK 2067120 Overland Park, KS

Position in MDT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$646,492

-$2,215,904 QoQ

Shares Held

8,264

-75.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,246

of 2,103 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Caliber Wealth Management, LLC / KS holds $5,256,450 across 6 Medical Devices names. MDT ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EW	Edwards Lifesciences Corp	21,920	$1,982,883
2	DXCM	Dexcom Inc	28,588	$1,925,401
3	MDT	Medtronic plc This page	8,264	$646,492
4	STE	STERIS plc	1,191	$250,788
5	ABT	Abbott Laboratories	2,605	$236,377
6	BSX	Boston Scientific Corp	5,026	$214,509

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,492	8,264	-75.0%	Shares	Sole	2026-07-22
2026-03-31	$2,862,396	33,034	+2.3%	Shares	Sole	2026-04-23
2025-12-31	$3,103,314	32,306	-2.3%	Shares	Sole	2026-01-28
2025-09-30	$3,148,539	33,059	+0.9%	Shares	Sole	2025-11-05
2025-06-30	$2,855,689	32,760	-1.5%	Shares	Sole	2025-07-30
2025-03-31	$2,989,192	33,265	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.