Position in TDY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$487,503
+$38,586 QoQ
Shares Held
731
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#498
of 882 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,253,716 across 5 Scientific & Technical Instruments names. TDY ranks #2 (21.6% of the industry book) .
All Filings in TDY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,503 | 731 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $448,917 | 742 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $412,669 | 808 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $464,143 | 792 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $402,675 | 786 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $417,080 | 838 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $387,084 | 834 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $367,634 | 840 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $330,170 | 851 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $370,932 | 864 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $238,318 | 534 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||