BAM Wealth Management, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAM Wealth Management, LLC on MO, newest first. How the timeline and the estimate are built.
BAM Wealth Management, LLC held 9,377 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,377 sharesChange vs previous 13F +1,226 shares
0.42% of the 13F portfolio, value $674,675.
13F-HR 0002085853-26-000721 filed by BAM Wealth Management, 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 8,151 sharesChange vs previous 13F -2,022 shares
0.4% of the 13F portfolio, value $537,885.
13F-HR 0002085853-26-000406 filed by BAM Wealth Management, 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 10,173 sharesChange vs previous 13F +2,521 shares
0.42% of the 13F portfolio, value $586,575.
13F-HR 0002085853-26-000050 filed by BAM Wealth Management, 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 7,652 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $505,491.
13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).