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Thrive Wealth Management, LLC: TMO position timeline

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

Thrive Wealth Management, LLC held 2,250 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,250 shares
    Change vs previous 13F -292 shares

    0.15% of the 13F portfolio, value $1,128,259.

    13F-HR 0001847610-26-000005 filed by Thrive 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 2,542 shares
    Change vs previous 13F -830 shares

    0.19% of the 13F portfolio, value $1,249,317.

    13F-HR 0001847610-26-000003 filed by Thrive 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 3,372 shares
    Change vs previous 13F -138 shares

    0.29% of the 13F portfolio, value $1,953,942.

    13F-HR 0001847610-26-000001 filed by Thrive 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 3,510 shares
    Change vs previous 13F +138 shares

    0.26% of the 13F portfolio, value $1,702,497.

    13F-HR 0001085146-25-005816 filed by Thrive 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 3,372 shares
    Change vs previous 13F +355 shares

    0.22% of the 13F portfolio, value $1,367,374.

    13F-HR 0001085146-25-003624 filed by Thrive 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 3,017 shares
    Change vs previous 13F +54 shares

    0.29% of the 13F portfolio, value $1,501,148.

    13F-HR 0001085146-25-002014 filed by Thrive 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 2,963 shares
    Change vs previous 13F -247 shares

    0.28% of the 13F portfolio, value $1,541,577.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 3,210 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,985,488.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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