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EP Wealth Advisors, LLC: TMO position timeline

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

EP Wealth Advisors, LLC held 15,882 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,882 shares
    Change vs previous 13F -9,369 shares

    0.03% of the 13F portfolio, value $7,962,768.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 25,251 shares
    Change vs previous 13F -1,069 shares

    0.06% of the 13F portfolio, value $12,411,389.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 26,320 shares
    Change vs previous 13F -3,809 shares

    0.08% of the 13F portfolio, value $15,250,843.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 30,129 shares
    Change vs previous 13F +12,567 shares

    0.08% of the 13F portfolio, value $12,216,229.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 17,562 shares
    Change vs previous 13F +1,704 shares

    0.07% of the 13F portfolio, value $8,738,938.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,858 shares
    Change vs previous 13F -378 shares

    0.07% of the 13F portfolio, value $8,249,574.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,236 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,042,801.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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