BOSTON FAMILY OFFICE LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON FAMILY OFFICE LLC on MO, newest first. How the timeline and the estimate are built.
BOSTON FAMILY OFFICE LLC held 12,164 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 12,164 sharesChange vs previous 13F +81 shares
0.05% of the 13F portfolio, value $875,000.
13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 12,083 sharesChange vs previous 13F -240 shares
0.05% of the 13F portfolio, value $797,000.
13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 12,323 sharesChange vs previous 13F -318 shares
0.05% of the 13F portfolio, value $711,000.
13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 12,641 sharesChange vs previous 13F -638 shares
0.05% of the 13F portfolio, value $835,000.
13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 13,279 sharesChange vs previous 13F -500 shares
0.05% of the 13F portfolio, value $779,000.
13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE 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 13,779 sharesChange vs previous 13F +1,000 shares
0.06% of the 13F portfolio, value $827,000.
13F-HR 0001039807-25-000004 filed by BOSTON FAMILY OFFICE 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 12,779 sharesChange vs previous 13F -587 shares
0.05% of the 13F portfolio, value $668,000.
13F-HR 0001039807-25-000002 filed by BOSTON FAMILY OFFICE 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 13,366 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $682,000.
13F-HR 0001039807-24-000009 filed by BOSTON FAMILY OFFICE LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).