Delta Financial Advisors LLC

SEC CIK: 0001790295
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

MDT holding history

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

MDT overview All 13F holders of MDT Full Q2 2026 holdings

Shares (Q2 2026): 13,415
Value: $1.05M
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of MDT by Delta Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,415	$1.05M	0.2%	+4,190+45.4%	Added	Holders
Q1 2026	9,225	$799.3K	0.2%	+6,260+211.1%	Added	Holders
Q4 2025	2,965	$284.8K	0.1%	+2,965	New	Holders