Skip to content
Disclosery

Strategic Wealth Investment Group, LLC: TMO position timeline

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

Strategic Wealth Investment Group, LLC held 31,916 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,916 shares
    Change vs previous 13F -4,240 shares

    1.94% of the 13F portfolio, value $16,001,419.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, 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 36,156 shares
    Change vs previous 13F +1,415 shares

    2.26% of the 13F portfolio, value $17,771,704.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, 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 34,741 shares
    Change vs previous 13F -14,833 shares

    2.47% of the 13F portfolio, value $20,130,508.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, 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 49,574 shares
    Change vs previous 13F +46,316 shares

    2.02% of the 13F portfolio, value $24,044,347.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, 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 3,258 shares
    Change vs previous 13F +422 shares

    1.91% of the 13F portfolio, value $1,321,041.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, 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 2,836 shares
    Change vs previous 13F -17,550 shares

    2.46% of the 13F portfolio, value $1,411,231.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, 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/A 20,386 shares
    Change vs previous 13F -1,289 shares

    1.17% of the 13F portfolio, value $10,605,525.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, 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 21,675 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $13,285,553.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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