WealthPlan Investment Management, LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 1929986 OMAHA, NE

Position in TMO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,438,113

-$1,037,004 QoQ

Shares Held

4,863

-31.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,100

of 2,606 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,800,405 across 2 Diagnostics & Research names. TMO ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TMO	Thermo Fisher Scientific Inc. This page	4,863	$2,438,113
2	DHR	Danaher Corp /De/	1,902	$362,292

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,438,113	4,863	-31.2%	Shares	Sole	2026-07-28
2026-03-31	$3,475,117	7,070	-23.0%	Shares	Sole	2026-04-29
2025-12-31	$5,317,612	9,177	-40.8%	Shares	Sole	2026-02-05
2025-09-30	$7,519,265	15,503	-4.7%	Shares	Sole	2025-10-27
2025-06-30	$6,598,861	16,275	+153.2%	Shares	Sole	2025-07-28
2025-03-31	$3,198,075	6,427	+52.6%	Shares	Sole	2025-05-12
2024-12-31	$2,190,688	4,211	+6.1%	Shares	Sole	2025-01-30
2024-09-30	$2,455,722	3,970	+44.9%	Shares	Sole	2024-11-05
2024-06-30	$1,514,667	2,739	+4.2%	Shares	Sole	2024-08-09
2024-03-31	$1,528,001	2,629	+16.6%	Shares	Sole	2024-05-16
2023-12-31	$1,196,931	2,255	+15.6%	Shares	Sole	2024-01-05
2023-09-30	$987,031	1,950	+93.5%	Shares	Sole	2023-11-15
2023-06-30	$525,924	1,008	-40.8%	Shares	Sole	2023-08-14
2023-03-31	$980,981	1,702	-61.8%	Shares	Sole	2023-05-08
2022-12-31	$2,453,323	4,455	+16.9%	Shares	Sole	2023-02-15
2022-09-30	$1,932,393	3,810	+382.3%	Shares	Sole	2022-12-12
2022-03-31	$466,613	790	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.