ELEVATION POINT WEALTH PARTNERS, LLC

Position in TRMB — Trimble Inc.

CIK 1744349 DENVER, CO

Position in TRMB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$876,508

-$236,054 QoQ

Shares Held

17,126

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#341

of 702 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $6,645,027 across 8 Scientific & Technical Instruments names. TRMB ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COHR	Coherent Corp.	4,272	$1,685,175
2	KEYS	Keysight Technologies, Inc.	4,752	$1,663,532
3	TDY	Teledyne Technologies Inc	1,317	$878,307
4	TRMB	Trimble Inc. This page	17,126	$876,508
5	ESE	Esco Technologies Inc	1,291	$451,901
6	NOVT	Novanta Inc	2,761	$447,944
7	GRMN	Garmin Ltd	1,760	$418,070
8	VNT	Vontier Corp	7,710	$223,590

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,508	17,126	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$1,112,562	17,056	+72.2%	Shares	Sole	2026-04-27
2025-12-31	$776,135	9,906	+159.0%	Shares	Sole	2026-02-12
2025-09-30	$312,311	3,825	-53.0%	Shares	Sole	2025-11-14
2025-06-30	$618,097	8,135	+12.0%	Shares	Sole	2026-02-03
2025-03-31	$476,684	7,261	+0.6%	Shares	Sole	2026-02-03
2024-12-31	$510,235	7,221	+80.6%	Shares	Sole	2026-02-03
2024-09-30	$248,235	3,998	-69.8%	Shares	Sole	2026-02-03
2023-03-31	$692,835	13,217	+11.6%	Shares	Sole	2023-05-11
2022-09-30	$642,936	11,847	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$686,881	11,796	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.