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Disclosery

Naviter Wealth, LLC: TMO position timeline

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

Naviter Wealth, LLC held 3,692 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,692 shares
    Change vs previous 13F +364 shares

    0.17% of the 13F portfolio, value $1,852,869.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 3,328 shares
    Change vs previous 13F +193 shares

    0.2% of the 13F portfolio, value $1,637,476.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 3,135 shares
    Change vs previous 13F -403 shares

    0.24% of the 13F portfolio, value $1,817,921.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 3,538 shares
    Change vs previous 13F -316 shares

    0.2% of the 13F portfolio, value $1,717,484.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 3,854 shares
    Change vs previous 13F -421 shares

    0.19% of the 13F portfolio, value $1,564,245.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 4,275 shares
    Change vs previous 13F -127 shares

    0.26% of the 13F portfolio, value $2,140,015.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 4,402 shares
    Change vs previous 13F +1,011 shares

    0.28% of the 13F portfolio, value $2,291,769.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 3,391 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,098,894.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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