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Fiduciary Alliance LLC: TMO position timeline

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

Fiduciary Alliance LLC held 1,725 TMO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,725 shares
    Change vs previous 13F +641 shares

    0.09% of the 13F portfolio, value $1,164,642.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,084 shares
    Change vs previous 13F -6 shares

    0.04% of the 13F portfolio, value $543,570.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,090 shares
    Change vs previous 13F +538 shares

    0.03% of the 13F portfolio, value $579,665.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 552 shares
    Change vs previous 13F +81 shares

    0.02% of the 13F portfolio, value $320,009.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 471 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $228,568.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 502 shares
    Change vs previous 13F -1,046 shares

    0.02% of the 13F portfolio, value $203,655.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,548 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $770,409.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,558 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $810,534.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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