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FRG Family Wealth Advisors LLC: TMO position timeline

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

FRG Family Wealth Advisors LLC held 7,680 TMO shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,680 shares
    Change vs previous 13F -144 shares

    0.62% of the 13F portfolio, value $3,774,950.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 7,824 shares
    Change vs previous 13F -117 shares

    0.7% of the 13F portfolio, value $4,533,617.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 7,941 shares
    Change vs previous 13F -380 shares

    0.62% of the 13F portfolio, value $3,851,544.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 8,321 shares
    Change vs previous 13F -220 shares

    0.59% of the 13F portfolio, value $3,373,833.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 8,541 shares
    Change vs previous 13F -435 shares

    0.82% of the 13F portfolio, value $4,250,002.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 8,976 shares
    Change vs previous 13F -1,700 shares

    0.85% of the 13F portfolio, value $4,669,584.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 10,676 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $6,603,853.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 10,676 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $6,427,166.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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