Position in TDY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$463,437
-$180,034 QoQ
Shares Held
766
-30.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,411,811 across 5 Scientific & Technical Instruments names.
All Filings in TDY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,437 | 766 | Shares | Other | 2026-04-21 | |
| 2025-09-30 | $643,471 | 1,098 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $632,190 | 1,234 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $904,836 | 1,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $794,590 | 1,712 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $767,655 | 1,754 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $526,100 | 1,356 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $243,423 | 567 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $252,153 | 565 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $230,847 | 565 | Shares | Other | 2023-11-02 | |
| 2023-03-31 | $245,153 | 548 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $219,150 | 548 | Shares | Other | 2023-01-31 | |
| 2022-06-30 | $205,560 | 548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $253,329 | 536 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $234,173 | 536 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||