Position in TMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,851,021
+$215,210 QoQ
Shares Held
3,692
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,210
of 2,606 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $3,578,648 across 3 Diagnostics & Research names. TMO ranks #1 (51.7% of the industry book) .
All Filings in TMO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,851,021 | 3,692 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,635,811 | 3,328 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,816,575 | 3,135 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,716,000 | 3,538 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,562,642 | 3,854 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,127,240 | 4,275 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,290,052 | 4,402 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,097,570 | 3,391 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,968,680 | 3,560 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,995,293 | 3,433 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,179,946 | 2,223 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,222,906 | 2,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,146,806 | 2,198 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,151,587 | 1,998 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,054,571 | 1,915 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $832,298 | 1,641 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $813,290 | 1,497 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||