Waldron Private Wealth LLC: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waldron Private Wealth LLC on TMO, newest first. How the timeline and the estimate are built.
Waldron Private Wealth LLC held 704 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 704 sharesChange vs previous 13F +296 shares
0.01% of the 13F portfolio, value $352,957.
13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 408 sharesChange vs previous 13F -172 shares
0.01% of the 13F portfolio, value $200,545.
13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 580 sharesChange vs previous 13F -39 shares
0.01% of the 13F portfolio, value $336,082.
13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 619 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $300,495.
13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 575 sharesChange vs previous 13F -65 shares
0.01% of the 13F portfolio, value $233,386.
13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 640 sharesChange vs previous 13F -2,604 shares
0.02% of the 13F portfolio, value $318,733.
13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,244 sharesChange vs previous 13F -80 shares
0.07% of the 13F portfolio, value $1,687,624.
13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,324 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,056,128.
13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).