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Disclosery

HCR Wealth Advisors: TMO position timeline

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

HCR Wealth Advisors held 8,428 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,428 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $4,225,924.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 8,418 shares
    Change vs previous 13F +30 shares

    0.43% of the 13F portfolio, value $4,138,114.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 8,388 shares
    Change vs previous 13F +418 shares

    0.48% of the 13F portfolio, value $4,860,894.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 7,970 shares
    Change vs previous 13F +735 shares

    0.43% of the 13F portfolio, value $4,184,333.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 7,235 shares
    Change vs previous 13F -166 shares

    0.35% of the 13F portfolio, value $2,933,793.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 7,401 shares
    Change vs previous 13F -98 shares

    0.48% of the 13F portfolio, value $3,683,068.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 7,499 shares
    Change vs previous 13F +54 shares

    0.49% of the 13F portfolio, value $3,901,532.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 7,445 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,605,622.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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