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Independent Advisor Alliance: TMO position timeline

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

Independent Advisor Alliance held 10,411 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,411 shares
    Change vs previous 13F +224 shares

    0.12% of the 13F portfolio, value $5,219,724.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 10,187 shares
    Change vs previous 13F -89 shares

    0.05% of the 13F portfolio, value $5,007,179.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 10,276 shares
    Change vs previous 13F +1,354 shares

    0.14% of the 13F portfolio, value $5,954,404.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 8,922 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $4,327,656.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 8,722 shares
    Change vs previous 13F -1,321 shares

    0.1% of the 13F portfolio, value $3,536,440.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 10,043 shares
    Change vs previous 13F +107 shares

    0.17% of the 13F portfolio, value $4,997,780.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 9,936 shares
    Change vs previous 13F -2,587 shares

    0.07% of the 13F portfolio, value $5,169,048.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 12,523 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,746,515.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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