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Disclosery

CWS Financial Advisors, LLC: MO position timeline

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

CWS Financial Advisors, LLC held 14,868 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,868 shares
    Change vs previous 13F +62 shares

    0.24% of the 13F portfolio, value $1,069,769.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, 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 14,806 shares
    Change vs previous 13F -292 shares

    0.25% of the 13F portfolio, value $977,056.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, 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 15,098 shares
    Change vs previous 13F -319 shares

    0.24% of the 13F portfolio, value $870,526.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, 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 15,417 shares
    Change vs previous 13F +78 shares

    0.28% of the 13F portfolio, value $1,018,438.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, 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 15,339 shares
    Change vs previous 13F +70 shares

    0.26% of the 13F portfolio, value $899,338.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, 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 15,269 shares
    Change vs previous 13F +99 shares

    0.29% of the 13F portfolio, value $916,463.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, 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 15,170 shares
    Change vs previous 13F +86 shares

    0.26% of the 13F portfolio, value $793,248.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,084 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $769,894.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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