Skip to main content

Independence Wealth Advisors, LLC

SEC CIK
0002001765
Latest filing
Aug 14, 2026

MDT holding history

Medtronic plc in every 13F filed by Independence Wealth Advisors, 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)
3,731
Value
$291.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MDT by Independence Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,731$291.9K0.1%+1,140+44.0%AddedHolders
Q1 20262,591$224.5K0.1%+2,591NewHolders