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Avantax Planning Partners, Inc.: TMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on TMO, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 4,950 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,950 shares
    Change vs previous 13F -238 shares

    0.06% of the 13F portfolio, value $2,481,497.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,188 shares
    Change vs previous 13F +122 shares

    0.07% of the 13F portfolio, value $2,550,215.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,066 shares
    Change vs previous 13F -138 shares

    0.08% of the 13F portfolio, value $2,935,585.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,204 shares
    Change vs previous 13F -1,989 shares

    0.07% of the 13F portfolio, value $2,524,053.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,193 shares
    Change vs previous 13F +542 shares

    0.09% of the 13F portfolio, value $2,916,392.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,651 shares
    Change vs previous 13F +401 shares

    0.12% of the 13F portfolio, value $3,309,748.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,250 shares
    Change vs previous 13F +807 shares

    0.12% of the 13F portfolio, value $3,251,538.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,443 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,366,866.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).