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CAPTRUST FINANCIAL ADVISORS: TMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on TMO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 90,308 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,308 shares
    Change vs previous 13F -3,765 shares

    0.07% of the 13F portfolio, value $45,276,798.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 94,073 shares
    Change vs previous 13F +7,341 shares

    0.08% of the 13F portfolio, value $46,234,042.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 86,732 shares
    Change vs previous 13F +1,025 shares

    0.1% of the 13F portfolio, value $50,256,585.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 85,707 shares
    Change vs previous 13F -978 shares

    0.08% of the 13F portfolio, value $41,569,576.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 86,685 shares
    Change vs previous 13F +969 shares

    0.08% of the 13F portfolio, value $35,147,486.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 85,716 shares
    Change vs previous 13F +18,953 shares

    0.11% of the 13F portfolio, value $42,652,173.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 66,763 shares
    Change vs previous 13F -683 shares

    0.1% of the 13F portfolio, value $34,732,222.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 67,446 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $41,720,114.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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