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WHALEROCK POINT PARTNERS, LLC: TMO position timeline

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

WHALEROCK POINT PARTNERS, LLC held 15,153 TMO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,153 shares
    Change vs previous 13F +413 shares

    1.29% of the 13F portfolio, value $7,597,228.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, 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 14,740 shares
    Change vs previous 13F +897 shares

    1.4% of the 13F portfolio, value $7,245,226.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, 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 13,843 shares
    Change vs previous 13F +105 shares

    1.53% of the 13F portfolio, value $8,021,373.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT PARTNERS, 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 13,738 shares
    Change vs previous 13F -485 shares

    1.35% of the 13F portfolio, value $6,663,203.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT PARTNERS, 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 14,223 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $5,766,815.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT PARTNERS, 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 14,223 shares
    Change vs previous 13F +730 shares

    1.68% of the 13F portfolio, value $7,077,270.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT PARTNERS, 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 13,493 shares
    Change vs previous 13F +304 shares

    1.63% of the 13F portfolio, value $7,019,331.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT PARTNERS, 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 13,189 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $8,158,125.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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