Position in MTD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$467,568
+$50,111 QoQ
Shares Held
366
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#496
of 798 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTD Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Plan A Wealth LLC holds $1,805,299 across 4 Diagnostics & Research names. MTD ranks #2 (25.9% of the industry book) .
All Filings in MTD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,568 | 366 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $417,457 | 331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $447,534 | 321 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $389,152 | 317 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $343,018 | 292 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||