Position in TDG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$799,224
+$147,889 QoQ
Shares Held
600
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#634
of 1,139 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,854,275 across 5 Aerospace & Defense names. TDG ranks #4 (13.7% of the industry book) .
All Filings in TDG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,224 | 600 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $651,335 | 562 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $821,847 | 618 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $974,016 | 739 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,027,952 | 676 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $982,135 | 710 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $863,017 | 681 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $832,016 | 583 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $652,858 | 511 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $649,053 | 527 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $550,310 | 544 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $626,445 | 743 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,038,707 | 2,280 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,777,027 | 2,411 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,771,205 | 2,813 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $982,987 | 1,873 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,110,370 | 2,069 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,278,973 | 1,963 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $977,326 | 1,536 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $786,958 | 1,260 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $656,352 | 1,014 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $576,161 | 980 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||