Modern Wealth Management, LLC
Position in TDY — Teledyne Technologies Inc
CIK 2001900
KANSAS CITY, MO
Position in TDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,458
+$38,988 QoQ
Shares Held
542
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#555
of 882 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TDY Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,948,234 across 6 Scientific & Technical Instruments names. TDY ranks #6 (9.2% of the industry book) .
All Filings in TDY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,458 | 542 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $322,470 | 533 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $350,360 | 686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,303 | 451 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $229,514 | 448 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $224,466 | 451 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $205,145 | 442 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||