Position in TMO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$6,517
+$1,602 QoQ
Shares Held
13
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,553
of 2,602 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $8,473 across 4 Diagnostics & Research names. TMO ranks #1 (76.9% of the industry book) .
All Filings in TMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,517 | 13 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $4,915 | 10 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,794 | 10 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,700 | 20 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,109 | 20 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,952 | 20 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,404 | 20 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||