Position in TMO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,043
-$14,761 QoQ
Shares Held
32
-39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,512
of 2,606 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026LifeSteps Financial, Inc. holds $41,956 across 5 Diagnostics & Research names. TMO ranks #1 (38.2% of the industry book) .
All Filings in TMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,043 | 32 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $30,804 | 53 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||