Position in TRMB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$234,250
-$64,307 QoQ
Shares Held
4,577
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#485
of 702 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRMB Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Live Oak Private Wealth LLC holds $234,250 across 1 Scientific & Technical Instruments name. TRMB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRMB |
Trimble Inc.
This page
|
4,577 | $234,250 |
All Filings in TRMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,250 | 4,577 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $298,557 | 4,577 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $358,607 | 4,577 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $373,712 | 4,577 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $347,760 | 4,577 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $300,480 | 4,577 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $323,410 | 4,577 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $284,185 | 4,577 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $255,945 | 4,577 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $294,575 | 4,577 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $243,496 | 4,577 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $246,517 | 4,577 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $242,306 | 4,577 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $239,926 | 4,577 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $231,413 | 4,577 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $248,393 | 4,577 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $266,518 | 4,577 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $330,184 | 4,577 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $540,403 | 6,198 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $509,785 | 6,198 | Shares | Sole | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||