Position in TRMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$639,750
-$175,625 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#374
of 702 holders
Holding Since
Dec 2025
3 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, 2026Financial Plan, Inc. holds $639,750 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
|
12,500 | $639,750 |
All Filings in TRMB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,750 | 12,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $815,375 | 12,500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $979,375 | 12,500 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||