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Steward Partners Investment Advisory, LLC: TMO position timeline

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

Steward Partners Investment Advisory, LLC held 26,103 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,103 shares
    Change vs previous 13F +496 shares

    0.07% of the 13F portfolio, value $13,086,952.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 25,607 shares
    Change vs previous 13F +4,062 shares

    0.06% of the 13F portfolio, value $12,586,277.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 21,545 shares
    Change vs previous 13F +1,533 shares

    0.07% of the 13F portfolio, value $12,484,782.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 20,012 shares
    Change vs previous 13F -2,226 shares

    0.06% of the 13F portfolio, value $9,706,269.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 22,238 shares
    Change vs previous 13F -10,925 shares

    0.07% of the 13F portfolio, value $9,016,574.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 33,163 shares
    Change vs previous 13F +414 shares

    0.15% of the 13F portfolio, value $16,501,935.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 32,749 shares
    Change vs previous 13F -1,145 shares

    0.15% of the 13F portfolio, value $17,037,114.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 33,894 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $20,965,722.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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