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Ascentis Wealth Management, LLC: TMO position timeline

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

Ascentis Wealth Management, LLC held 98 TMO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 98 shares
    Change vs previous 13F -5,366 shares

    0.01% of the 13F portfolio, value $49,133.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 98 shares

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

  2. period ended2026-03-31
    13F 5,464 shares
    Change vs previous 13F +2,783 shares

    0.15% of the 13F portfolio, value $2,685,753.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,319 shares
    • Ascentis Wealth Management, LLC: 145 shares

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

  3. period ended2025-12-31
    13F 2,681 shares
    Change vs previous 13F +37 shares

    0.15% of the 13F portfolio, value $1,553,509.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,634 shares
    • Ascentis Wealth Management, LLC: 47 shares

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

  4. period ended2025-09-30
    13F 2,644 shares
    Change vs previous 13F -1,475 shares

    0.12% of the 13F portfolio, value $1,282,394.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,597 shares
    • Ascentis Wealth Management, LLC: 47 shares

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

  5. period ended2025-06-30
    13F 4,119 shares
    Change vs previous 13F +2,169 shares

    0.18% of the 13F portfolio, value $1,687,742.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,018 shares
    • Ascentis Wealth Management, LLC: 1,101 shares

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

  6. period ended2025-03-31
    13F 1,950 shares
    Change vs previous 13F +83 shares

    0.12% of the 13F portfolio, value $956,011.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 971 shares
    • Ascentis Wealth Management, LLC: 979 shares

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

  7. period ended2024-12-31
    13F 1,867 shares
    Change vs previous 13F -106 shares

    0.11% of the 13F portfolio, value $971,281.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 949 shares
    • Ascentis Wealth Management, LLC: 918 shares

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

  8. period ended2024-09-30
    13F/A 1,973 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,220,391.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,006 shares
    • Ascentis Wealth Management, LLC: 967 shares

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