Roberts Wealth Advisors, LLC: TMO position timeline

Roberts Wealth Advisors, LLC held 9,525 TMO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,525 shares

   Change vs previous 13F -214 shares

   1.44% of the 13F portfolio, value $6,429,872.

   13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
   Accepted 2026-10-14 10:06:02 UTC, ingested 2026-10-14 10:06:28 UTC

2. period ended2026-06-30

   13F 9,739 shares

   Change vs previous 13F +263 shares

   1.11% of the 13F portfolio, value $4,882,760.

   13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 9,476 shares

   Change vs previous 13F +595 shares

   1.18% of the 13F portfolio, value $4,657,753.

   13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 8,881 shares

   Change vs previous 13F +81 shares

   1.34% of the 13F portfolio, value $5,146,113.

   13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 8,800 shares

   Change vs previous 13F +175 shares

   1.13% of the 13F portfolio, value $4,268,190.

   13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 8,625 shares

   Change vs previous 13F +321 shares

   1.01% of the 13F portfolio, value $3,497,105.

   13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 8,304 shares

   Change vs previous 13F +100 shares

   1.27% of the 13F portfolio, value $4,132,086.

   13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 8,204 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $4,524,280.

   13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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