Position in TMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$396,074
+$20,054 QoQ
Shares Held
790
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,891
of 2,606 holders
Holding Since
Sep 2024
8 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, 2026Montis Financial, LLC holds $1,046,882 across 3 Diagnostics & Research names. TMO ranks #1 (37.8% of the industry book) .
All Filings in TMO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,074 | 790 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $376,020 | 765 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $443,279 | 765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $371,040 | 765 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $243,276 | 600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $298,560 | 600 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $312,138 | 600 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $371,142 | 600 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||