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Challenger Wealth Management: TMO position timeline

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

Challenger Wealth Management held 707 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 707 shares
    Change vs previous 13F -23 shares

    0.26% of the 13F portfolio, value $354,443.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 730 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $358,626.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 748 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $433,549.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 748 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $362,666.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 735 shares
    Change vs previous 13F +22 shares

    0.21% of the 13F portfolio, value $298,086.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 713 shares
    Change vs previous 13F -114 shares

    0.28% of the 13F portfolio, value $354,642.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 827 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $430,455.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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