Position in TDY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$295,436
+$61,298 QoQ
Shares Held
443
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#585
of 882 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $761,219 across 3 Scientific & Technical Instruments names. TDY ranks #1 (38.8% of the industry book) .
All Filings in TDY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,436 | 443 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $234,138 | 387 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $219,765 | 375 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $5,043 | 13 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||