Skip to content
Disclosery

Private Wealth Partners, LLC: TMO position timeline

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

Private Wealth Partners, LLC held 56,178 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,178 shares
    Change vs previous 13F -7,107 shares

    2.02% of the 13F portfolio, value $28,165,452.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 63,285 shares
    Change vs previous 13F -29 shares

    2.4% of the 13F portfolio, value $31,106,574.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 63,314 shares
    Change vs previous 13F -3,844 shares

    2.6% of the 13F portfolio, value $36,687,413.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 67,158 shares
    Change vs previous 13F +2,458 shares

    2.32% of the 13F portfolio, value $32,573,070.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 64,700 shares
    Change vs previous 13F +4,342 shares

    2.05% of the 13F portfolio, value $26,233,343.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 60,358 shares
    Change vs previous 13F -2,845 shares

    2.49% of the 13F portfolio, value $30,034,240.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 63,203 shares
    Change vs previous 13F +3,197 shares

    2.52% of the 13F portfolio, value $32,880,201.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 60,006 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $37,118,035.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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