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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

MTD holding history

Mettler Toledo International Inc in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTD overviewAll 13F holders of MTDFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of MTD by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−47−100.0%Sold outHolders
Q3 202547$57.7K<0.1%00.0%UnchangedHolders
Q2 202547$55.2K<0.1%00.0%UnchangedHolders
Q1 202547$55.5K<0.1%00.0%UnchangedHolders
Q4 202447$57.5K<0.1%00.0%UnchangedHolders
Q3 202447$70.5K0.1%−2−4.1%ReducedHolders
Q2 202449$68.5K0.1%00.0%UnchangedHolders
Q1 202449$65.2K0.1%00.0%UnchangedHolders
Q4 202349$59.4K0.1%00.0%UnchangedHolders
Q3 202349$54.3K0.1%00.0%UnchangedHolders
Q2 202349$64.3K0.1%00.0%UnchangedHolders
Q1 202349$75.0K0.1%00.0%UnchangedHolders
Q4 202249$70.8K0.1%00.0%UnchangedHolders
Q3 202249$53.0K0.1%00.0%UnchangedHolders
Q2 202249$56.0K0.1%00.0%UnchangedHolders
Q1 202249$67.0K0.1%00.0%UnchangedHolders
Q4 202149$83.0K0.1%00.0%UnchangedHolders
Q3 202149$67.0K0.1%00.0%UnchangedHolders
Q2 202149$68.0K0.1%00.0%UnchangedHolders
Q1 202149$57.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.