Position in TRMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$459,084
-$112,265 QoQ
Shares Held
8,970
+2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#421
of 702 holders
Holding Since
Dec 2021
19 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 Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $698,049 across 2 Scientific & Technical Instruments names. TRMB ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMB |
Trimble Inc.
This page
|
8,970 | $459,084 | |
| 2 | GRMN |
Garmin Ltd
|
1,006 | $238,965 |
All Filings in TRMB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,084 | 8,970 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $571,349 | 8,759 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $804,106 | 10,263 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $715,498 | 8,763 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $665,812 | 8,763 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $574,437 | 8,750 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $618,275 | 8,750 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $543,287 | 8,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $489,300 | 8,750 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $563,150 | 8,750 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $465,500 | 8,750 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $471,275 | 8,750 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $463,225 | 8,750 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $458,675 | 8,750 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $442,400 | 8,750 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $244,215 | 4,500 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $262,035 | 4,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $324,630 | 4,500 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $392,355 | 4,500 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||