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Focused Wealth Management, Inc: MO position timeline

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

Focused Wealth Management, Inc held 37,381 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,381 shares
    Change vs previous 13F +3,077 shares

    0.24% of the 13F portfolio, value $2,689,542.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 34,304 shares
    Change vs previous 13F +657 shares

    0.24% of the 13F portfolio, value $2,263,718.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 33,647 shares
    Change vs previous 13F +3,243 shares

    0.21% of the 13F portfolio, value $1,940,088.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 30,404 shares
    Change vs previous 13F -290 shares

    0.22% of the 13F portfolio, value $2,008,491.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 30,694 shares
    Change vs previous 13F -274 shares

    0.22% of the 13F portfolio, value $1,799,602.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 30,968 shares
    Change vs previous 13F +335 shares

    0.25% of the 13F portfolio, value $1,858,697.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 30,633 shares
    Change vs previous 13F +3,126 shares

    0.22% of the 13F portfolio, value $1,601,794.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 27,507 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,403,964.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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