Position in TRMB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$427,974
-$3,257,766 QoQ
Shares Held
6,561
-86.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRMB Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $7,062,579 across 9 Scientific & Technical Instruments names. TRMB ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
7,409 | $1,764,897 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
5,644 | $1,593,696 | |
| 3 | GRMN |
Garmin Ltd
|
4,354 | $1,010,171 | |
| 4 | TDY |
Teledyne Technologies Inc
|
1,628 | $984,956 | |
| 5 | CGNX |
Cognex Corp
|
10,397 | $509,349 | |
| 6 | MKSI |
Mks Inc
|
2,054 | $472,029 | |
| 7 | TRMB |
Trimble Inc.
This page
|
6,561 | $427,974 | |
| 8 | FTV |
Fortive Corp
|
4,074 | $225,210 |
All Filings in TRMB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $427,974 | 6,561 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,685,740 | 47,042 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,367,540 | 53,491 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,118,343 | 54,203 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,281,252 | 49,981 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $218,198 | 3,088 | Shares | Other | 2025-02-14 | |
| 2024-03-31 | $223,071 | 3,466 | Shares | Other | 2024-05-15 | |
| 2022-09-30 | $208,559 | 3,843 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $217,838 | 3,741 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $258,549 | 3,584 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $954,556 | 10,948 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $883,858 | 10,746 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $836,057 | 10,217 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $820,840 | 10,552 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $680,052 | 10,185 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $418,186 | 8,587 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $317,792 | 7,358 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $203,966 | 6,408 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||