Position in TRMB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$192,999
-$177,964 QoQ
Shares Held
3,771
-33.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#512
of 702 holders
Holding Since
Jun 2024
9 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, 2026SAX WEALTH ADVISORS, LLC holds $1,107,615 across 3 Scientific & Technical Instruments names. TRMB ranks #3 (17.4% of the industry book) .
All Filings in TRMB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,999 | 3,771 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $370,963 | 5,687 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $445,576 | 5,687 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $463,200 | 5,673 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $444,558 | 5,851 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $399,020 | 6,078 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $376,052 | 5,322 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $264,689 | 4,263 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $205,002 | 3,666 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||