Skip to main content

LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

MDT holding history

Medtronic plc in every 13F filed by LifePlan Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
21,005
Value
$1.64M
% of portfolio
1.2%
Quarters held
11
Since Q4 2023
Holdings of MDT by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,005$1.64M1.2%+851+4.2%AddedHolders
Q1 202620,154$1.75M1.3%−2,772−12.1%ReducedHolders
Q4 202522,926$2.20M1.7%−301−1.3%ReducedHolders
Q3 202523,227$2.21M1.8%+272+1.2%AddedHolders
Q2 202522,955$2.00M1.7%+176+0.8%AddedHolders
Q1 202522,779$2.05M1.8%+452+2.0%AddedHolders
Q4 202422,327$1.78M1.6%+822+3.8%AddedHolders
Q3 202421,505$1.94M1.7%+1,329+6.6%AddedHolders
Q2 202420,176$1.59M1.5%+791+4.1%AddedHolders
Q1 202419,385$1.69M1.5%+1,212+6.7%AddedHolders
Q4 202318,173$1.50M1.5%–No prior filingHolders