Position in TDY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,847,700
+$591,305 QoQ
Shares Held
3,054
+24.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,478,663 across 7 Scientific & Technical Instruments names. TDY ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
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|
3,054 | $1,847,700 | |
| 2 | NOVT |
Novanta Inc
|
15,217 | $1,797,279 | |
| 3 | BMI |
Badger Meter Inc
|
9,019 | $1,374,044 | |
| 4 | GRMN |
Garmin Ltd
|
2,308 | $535,479 | |
| 5 | KEYS |
Keysight Technologies, Inc.
|
1,696 | $478,899 | |
| 6 | COHR |
Coherent Corp.
|
1,708 | $406,862 | |
| 7 | MVIS |
Microvision, Inc.
|
60,000 | $38,400 |
All Filings in TDY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,847,700 | 3,054 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,256,395 | 2,460 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,889,392 | 3,224 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,637,855 | 3,197 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,483,175 | 2,980 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,255,471 | 2,705 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,288,908 | 2,945 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,072,764 | 2,765 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||