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Disclosery

ENZI WEALTH: MO position timeline

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

ENZI WEALTH held 10,976 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,976 shares
    Change vs previous 13F -73 shares

    0.24% of the 13F portfolio, value $770,076.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 11,049 shares
    Change vs previous 13F +11 shares

    0.25% of the 13F portfolio, value $729,124.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 11,038 shares
    Change vs previous 13F +29 shares

    0.24% of the 13F portfolio, value $678,506.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 11,009 shares
    Change vs previous 13F +146 shares

    0.25% of the 13F portfolio, value $707,438.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 10,863 shares
    Change vs previous 13F -9 shares

    0.23% of the 13F portfolio, value $627,881.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 10,872 shares
    Change vs previous 13F +1,378 shares

    0.26% of the 13F portfolio, value $638,295.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 9,494 shares
    Change vs previous 13F +284 shares

    0.18% of the 13F portfolio, value $482,390.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 9,210 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $459,211.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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