Position in TDY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$453,492
+$45,716 QoQ
Shares Held
680
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#512
of 885 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Thrive Wealth Management, LLC holds $716,209 across 2 Scientific & Technical Instruments names. TDY ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
This page
|
680 | $453,492 | |
| 2 | COHR |
Coherent Corp.
|
666 | $262,717 |
All Filings in TDY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,492 | 680 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $407,776 | 674 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $365,171 | 715 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $422,534 | 721 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $355,543 | 694 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $285,187 | 573 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $240,419 | 518 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $235,461 | 538 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $204,853 | 528 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $215,947 | 503 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||