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Clearstead Trust, LLC: TMO position timeline

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

Clearstead Trust, LLC held 7,538 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,538 shares
    Change vs previous 13F -59 shares

    0.49% of the 13F portfolio, value $3,779,426.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
    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 7,597 shares
    Change vs previous 13F +113 shares

    0.61% of the 13F portfolio, value $3,734,251.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
    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 7,484 shares
    Change vs previous 13F +1,935 shares

    0.68% of the 13F portfolio, value $4,336,651.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
    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 5,549 shares
    Change vs previous 13F +6 shares

    0.46% of the 13F portfolio, value $2,691,350.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
    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 5,543 shares
    Change vs previous 13F +3,602 shares

    0.43% of the 13F portfolio, value $2,247,375.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
    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 1,941 shares
    Change vs previous 13F -42 shares

    0.21% of the 13F portfolio, value $965,652.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
    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 1,983 shares
    Change vs previous 13F +1,400 shares

    0.22% of the 13F portfolio, value $1,031,616.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
    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 583 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $360,626.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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