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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

MDT holding history

Medtronic plc in every 13F filed by CFM Wealth Partners 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of MDT by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,297−100.0%Sold outHolders
Q2 20233,297$290.5K0.1%+48+1.5%AddedHolders
Q1 20233,249$261.9K0.1%+3,249NewHolders
Q4 20220$00.0%−3,460−100.0%Sold outHolders
Q3 20223,460$279.0K0.1%00.0%UnchangedHolders
Q2 20223,460$311.0K0.1%−147−4.1%ReducedHolders
Q1 20223,607$400.0K0.1%+127+3.6%AddedHolders
Q4 20213,480$369.0K0.1%−460−11.7%ReducedHolders
Q3 20213,940$493.0K0.1%+66+1.7%AddedHolders
Q2 20213,874$481.0K0.1%−160−4.0%ReducedHolders
Q1 20214,034$477.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.