Marietta Wealth Management, LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marietta Wealth Management, LLC on TMO, newest first. How the timeline and the estimate are built.
Marietta Wealth Management, LLC held 18,588 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 18,588 sharesChange vs previous 13F +956 shares
0.96% of the 13F portfolio, value $9,319,281.
13F-HR 0001697847-26-000006 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,632 sharesChange vs previous 13F +412 shares
1.03% of the 13F portfolio, value $8,666,657.
13F-HR 0001697847-26-000003 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,220 sharesChange vs previous 13F +110 shares
1.15% of the 13F portfolio, value $9,978,129.
13F-HR 0001697847-26-000002 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,110 sharesChange vs previous 13F +711 shares
1.01% of the 13F portfolio, value $8,298,692.
13F-HR 0001697847-25-000007 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,399 sharesChange vs previous 13F +1,007 shares
0.87% of the 13F portfolio, value $6,649,139.
13F-HR 0001697847-25-000005 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,392 sharesChange vs previous 13F +1,365 shares
1.12% of the 13F portfolio, value $7,659,059.
13F-HR 0001697847-25-000003 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,027 sharesChange vs previous 13F +708 shares
1.05% of the 13F portfolio, value $7,297,266.
13F-HR 0001697847-25-000002 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,319 sharesChange vs previous 13F not available
1.2% of the 13F portfolio, value $8,238,734.
13F-HR 0001697847-24-000005 filed by Marietta Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).