AFFINITY INVESTMENT ADVISORS, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AFFINITY INVESTMENT ADVISORS, LLC on MO, newest first. How the timeline and the estimate are built.
AFFINITY INVESTMENT ADVISORS, LLC held 32,548 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 32,548 sharesChange vs previous 13F +2,066 shares
1.19% of the 13F portfolio, value $2,341,829.
13F-HR 0001941040-26-000508 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,482 sharesChange vs previous 13F +1,115 shares
1.26% of the 13F portfolio, value $2,011,507.
13F-HR 0001941040-26-000362 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,367 sharesChange vs previous 13F +1,485 shares
1.12% of the 13F portfolio, value $1,693,301.
13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,882 sharesChange vs previous 13F -194 shares
1.25% of the 13F portfolio, value $1,841,885.
13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,076 sharesChange vs previous 13F -3,728 shares
1.25% of the 13F portfolio, value $1,646,096.
13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,804 sharesChange vs previous 13F +908 shares
1.55% of the 13F portfolio, value $1,908,876.
13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,896 sharesChange vs previous 13F -9,322 shares
1.35% of the 13F portfolio, value $1,615,552.
13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,218 sharesChange vs previous 13F not available
1.41% of the 13F portfolio, value $2,052,727.
13F-HR 0001941040-24-000446 filed by AFFINITY INVESTMENT ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).