Hudson Value Partners, LLC: TMO position timeline

Hudson Value Partners, LLC held 16,653 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,653 shares

   Change vs previous 13F +3,317 shares

   2.1% of the 13F portfolio, value $8,349,386.

   13F-HR 0001840501-26-000004 filed by Hudson Value Partners, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 13,336 shares

   Change vs previous 13F +2,713 shares

   1.96% of the 13F portfolio, value $6,554,884.

   13F-HR 0001840501-26-000002 filed by Hudson Value Partners, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,623 shares

   Change vs previous 13F +9 shares

   1.85% of the 13F portfolio, value $6,192,201.

   13F-HR 0001840501-26-000001 filed by Hudson Value Partners, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,614 shares

   Change vs previous 13F +1,356 shares

   1.62% of the 13F portfolio, value $5,148,002.

   13F-HR 0001840501-25-000009 filed by Hudson Value Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 9,258 shares

   Change vs previous 13F not available

   1.3% of the 13F portfolio, value $3,753,749.

   13F-HR 0001840501-25-000006 filed by Hudson Value Partners, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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