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Waverly Advisors, LLC: TMO position timeline

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

Waverly Advisors, LLC held 30,634 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,634 shares
    Change vs previous 13F -5,199 shares

    0.09% of the 13F portfolio, value $15,358,748.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 35,833 shares
    Change vs previous 13F +5,044 shares

    0.13% of the 13F portfolio, value $17,613,229.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 30,789 shares
    Change vs previous 13F +5,458 shares

    0.14% of the 13F portfolio, value $17,840,918.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 25,331 shares
    Change vs previous 13F +216 shares

    0.12% of the 13F portfolio, value $12,285,997.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 25,115 shares
    Change vs previous 13F +1,610 shares

    0.11% of the 13F portfolio, value $10,183,001.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 23,505 shares
    Change vs previous 13F +1,982 shares

    0.14% of the 13F portfolio, value $11,695,917.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 21,523 shares
    Change vs previous 13F +1,346 shares

    0.17% of the 13F portfolio, value $11,196,693.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 20,177 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,480,600.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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