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Livermore
Livermore
ZHEN

Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

MTD holding history

Mettler Toledo International Inc in every 13F filed by Defined Wealth Management, 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 (Q2 2026)
465
Value
$594.0K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MTD by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026465$594.0K0.3%−5−1.1%ReducedHolders
Q1 2026470$592.8K0.3%+1+0.2%AddedHolders
Q4 2025469$653.9K0.4%00.0%UnchangedHolders
Q3 2025469$575.7K0.3%+4+0.9%AddedHolders
Q2 2025465$546.2K0.3%−2−0.4%ReducedHolders
Q1 2025467$551.5K0.4%−1−0.2%ReducedHolders
Q4 2024468$572.7K0.4%00.0%UnchangedHolders
Q3 2024468$701.9K0.5%+1+0.2%AddedHolders
Q2 2024467$652.7K0.5%+3+0.6%AddedHolders
Q1 2024464$617.7K0.4%00.0%UnchangedHolders
Q4 2023464$562.8K0.4%00.0%UnchangedHolders
Q3 2023464$514.1K0.4%+1+0.2%AddedHolders
Q2 2023463$607.3K0.5%00.0%UnchangedHolders
Q1 2023463$708.5K0.7%00.0%UnchangedHolders
Q4 2022463$669.2K0.6%00.0%UnchangedHolders
Q3 2022463$502.0K0.5%00.0%UnchangedHolders
Q2 2022463$532.0K0.5%00.0%UnchangedHolders
Q1 2022463$636.0K0.6%00.0%UnchangedHolders
Q4 2021463$786.0K0.6%00.0%UnchangedHolders
Q3 2021463$638.0K0.6%00.0%UnchangedHolders
Q2 2021463$641.0K0.6%00.0%UnchangedHolders
Q1 2021463$535.0K0.5%––Holders

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