Position in TMO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$260,707
+$1,180 QoQ
Shares Held
520
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,125
of 2,606 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $309,622 across 6 Diagnostics & Research names. TMO ranks #1 (84.2% of the industry book) .
All Filings in TMO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,707 | 520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $259,527 | 528 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $333,183 | 575 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $278,886 | 575 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318,286 | 785 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $512,030 | 1,029 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $535,316 | 1,029 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $639,601 | 1,034 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $566,825 | 1,025 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $570,748 | 982 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $453,825 | 855 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $508,194 | 1,004 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $529,054 | 1,014 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $534,871 | 928 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $514,895 | 935 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $451,906 | 891 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $457,441 | 842 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $493,192 | 835 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $557,145 | 835 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $477,060 | 835 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $253,748 | 503 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $356,889 | 782 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $364,239 | 782 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||