Position in TMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$365,992
+$151,685 QoQ
Shares Held
730
+67.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,931
of 2,602 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $1,365,353 across 4 Diagnostics & Research names. TMO ranks #3 (26.8% of the industry book) .
All Filings in TMO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,992 | 730 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $214,307 | 436 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $283,930 | 490 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $43,134 | 78 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||