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Disclosery

Wambolt & Associates, LLC: TMO position timeline

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

Wambolt & Associates, LLC held 1,919 TMO shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,919 shares
    Change vs previous 13F -248 shares

    0.27% of the 13F portfolio, value $808,962.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,167 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $1,046,780.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,217 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $1,153,561.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,215 shares
    Change vs previous 13F -38 shares

    0.37% of the 13F portfolio, value $1,357,910.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,253 shares
    Change vs previous 13F -8 shares

    0.35% of the 13F portfolio, value $1,220,693.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,261 shares
    Change vs previous 13F -3 shares

    0.39% of the 13F portfolio, value $1,305,826.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,264 shares
    Change vs previous 13F -13 shares

    0.39% of the 13F portfolio, value $1,201,709.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,277 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,128,914.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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