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Disclosery

HB Wealth Management, LLC: TMO position timeline

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

HB Wealth Management, LLC held 23,096 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,096 shares
    Change vs previous 13F -2,967 shares

    0.06% of the 13F portfolio, value $11,579,761.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 26,063 shares
    Change vs previous 13F -2,663 shares

    0.08% of the 13F portfolio, value $12,810,805.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 28,726 shares
    Change vs previous 13F +1,304 shares

    0.11% of the 13F portfolio, value $16,645,319.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 27,422 shares
    Change vs previous 13F +3,465 shares

    0.09% of the 13F portfolio, value $13,300,410.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 23,957 shares
    Change vs previous 13F -4,204 shares

    0.08% of the 13F portfolio, value $9,713,957.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 28,161 shares
    Change vs previous 13F +15,134 shares

    0.12% of the 13F portfolio, value $14,013,088.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 13,027 shares
    Change vs previous 13F +256 shares

    0.07% of the 13F portfolio, value $6,777,018.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 12,771 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,899,855.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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