Position in TMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$480,804
-$825,191 QoQ
Shares Held
959
-63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,775
of 2,606 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026WealthPLAN Partners, LLC holds $480,804 across 1 Diagnostics & Research name. TMO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
959 | $480,804 |
All Filings in TMO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,804 | 959 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,305,995 | 2,657 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,303,893 | 3,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,053,574 | 4,234 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,619,001 | 3,993 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,063,049 | 4,146 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,494,100 | 2,872 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,235,511 | 3,614 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,278,360 | 4,120 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,247,539 | 3,867 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,774,430 | 3,343 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,717,940 | 3,394 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $785,755 | 1,506 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,735,450 | 3,011 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,453,323 | 4,455 | Shares | Sole | 2023-02-16 | |
| 2022-03-31 | $466,613 | 790 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $491,088 | 736 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $399,359 | 699 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $341,526 | 677 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $306,230 | 671 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $309,277 | 664 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $293,169 | 664 | Shares | Sole | 2020-12-18 | |
| 2020-06-30 | $352,919 | 974 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $270,838 | 955 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||