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Pines Wealth Management, LLC: TMO position timeline

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

Pines Wealth Management, LLC held 3,323 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,323 shares
    Change vs previous 13F +91 shares

    0.48% of the 13F portfolio, value $1,666,077.

    13F-HR 0001951757-26-001023 filed by Pines Wealth Management, 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 3,232 shares
    Change vs previous 13F -7 shares

    0.51% of the 13F portfolio, value $1,588,673.

    13F-HR 0001951757-26-000527 filed by Pines Wealth Management, 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 3,239 shares
    Change vs previous 13F +449 shares

    0.61% of the 13F portfolio, value $1,876,887.

    13F-HR 0001951757-26-000342 filed by Pines Wealth Management, 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 2,790 shares
    Change vs previous 13F -30 shares

    0.46% of the 13F portfolio, value $1,353,238.

    13F-HR 0001951757-25-001248 filed by Pines Wealth Management, 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 2,820 shares
    Change vs previous 13F +207 shares

    0.43% of the 13F portfolio, value $1,210,731.

    13F-HR 0001951757-25-000603 filed by Pines Wealth Management, 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 2,613 shares
    Change vs previous 13F +200 shares

    0.51% of the 13F portfolio, value $1,095,669.

    13F-HR 0001951757-25-000336 filed by Pines Wealth Management, 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 2,413 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,308,601.

    13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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