Ellsworth Advisors, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellsworth Advisors, LLC on MO, newest first. How the timeline and the estimate are built.
Ellsworth Advisors, LLC held 128,957 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 128,957 sharesChange vs previous 13F +3,186 shares
1.49% of the 13F portfolio, value $9,094,029.
13F-HR 0001843553-26-000004 filed by Ellsworth 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 125,771 sharesChange vs previous 13F +13,753 shares
1.56% of the 13F portfolio, value $8,299,661.
13F-HR 0001843553-26-000003 filed by Ellsworth 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 112,018 sharesChange vs previous 13F +4,638 shares
1.36% of the 13F portfolio, value $6,898,049.
13F-HR 0001843553-26-000001 filed by Ellsworth 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 107,380 sharesChange vs previous 13F +5,904 shares
1.49% of the 13F portfolio, value $6,965,770.
13F-HR 0001843553-25-000008 filed by Ellsworth 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 101,476 sharesChange vs previous 13F +82,013 shares
1.45% of the 13F portfolio, value $5,949,531.
13F-HR 0001843553-25-000007 filed by Ellsworth 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 19,463 sharesChange vs previous 13F +2,277 shares
0.31% of the 13F portfolio, value $1,168,144.
13F-HR 0001843553-25-000004 filed by Ellsworth 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 17,186 sharesChange vs previous 13F +1,781 shares
0.24% of the 13F portfolio, value $898,647.
13F-HR 0001843553-25-000001 filed by Ellsworth 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 15,405 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $786,264.
13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).