Skip to content
Disclosery

Brady Martz Wealth Solutions, LLC: MO position timeline

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

Brady Martz Wealth Solutions, LLC held 25,218 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,218 shares
    Change vs previous 13F +291 shares

    0.27% of the 13F portfolio, value $1,814,427.

    13F-HR 0002049470-26-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,927 shares
    Change vs previous 13F +2,966 shares

    0.28% of the 13F portfolio, value $1,644,957.

    13F-HR 0002049470-26-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,961 shares
    Change vs previous 13F -4,732 shares

    0.22% of the 13F portfolio, value $1,266,243.

    13F-HR 0002049470-26-000002 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,693 shares
    Change vs previous 13F +145 shares

    0.32% of the 13F portfolio, value $1,763,336.

    13F-HR 0002049470-25-000007 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,548 shares
    Change vs previous 13F +139 shares

    0.3% of the 13F portfolio, value $1,556,527.

    13F-HR 0002049470-25-000006 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,409 shares
    Change vs previous 13F -274 shares

    0.36% of the 13F portfolio, value $1,585,044.

    13F-HR 0002049470-25-000004 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,683 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,370,418.

    13F-HR 0002049470-25-000003 filed by Brady Martz Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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