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Kestra Advisory Services, LLC: TMO position timeline

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

Kestra Advisory Services, LLC held 57,621 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,621 shares
    Change vs previous 13F +12,568 shares

    0.06% of the 13F portfolio, value $28,888,566.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,254 shares
    • Kestra Advisory Services, LLC: 41,756 shares
    • Kestra Investment Management, LLC: 611 shares

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

  2. period ended2026-03-31
    13F 45,053 shares
    Change vs previous 13F +1,270 shares

    0.05% of the 13F portfolio, value $22,144,748.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,806 shares
    • Kestra Advisory Services, LLC: 28,601 shares
    • Kestra Investment Management, LLC: 646 shares

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

  3. period ended2025-12-31
    13F 43,783 shares
    Change vs previous 13F +1,309 shares

    0.07% of the 13F portfolio, value $25,369,636.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,339 shares
    • Kestra Advisory Services, LLC: 27,816 shares
    • Kestra Investment Management, LLC: 628 shares

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

  4. period ended2025-09-30
    13F 42,474 shares
    Change vs previous 13F +1,639 shares

    0.06% of the 13F portfolio, value $20,600,490.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,591 shares
    • Kestra Advisory Services, LLC: 27,156 shares
    • Kestra Investment Management, LLC: 727 shares

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

  5. period ended2025-06-30
    13F/A 40,835 shares
    Change vs previous 13F -1,960 shares

    0.05% of the 13F portfolio, value $16,557,283.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,490 shares
    • Kestra Advisory Services, LLC: 25,556 shares
    • Kestra Investment Management, LLC: 789 shares

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

  6. period ended2025-03-31
    13F/A 42,795 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $21,294,792.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,657 shares
    • Kestra Advisory Services, LLC: 29,402 shares
    • Kestra Investment Management, LLC: 736 shares

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

  7. period ended2024-12-31
    13F 42,626 shares
    Change vs previous 13F +1,612 shares

    0.08% of the 13F portfolio, value $22,175,324.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,914 shares
    • Kestra Advisory Services, LLC: 30,365 shares
    • Kestra Investment Management, LLC: 347 shares

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

  8. period ended2024-09-30
    13F 41,014 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $25,370,057.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,796 shares
    • Kestra Advisory Services, LLC: 29,339 shares
    • Kestra Investment Management, LLC: 879 shares

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