Grant Private Wealth Management Inc: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grant Private Wealth Management Inc on MO, newest first. How the timeline and the estimate are built.
Grant Private Wealth Management Inc held 9,744 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 9,744 sharesChange vs previous 13F +2,386 shares
0.3% of the 13F portfolio, value $701,081.
13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,358 sharesChange vs previous 13F +1,792 shares
0.26% of the 13F portfolio, value $485,554.
13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,566 sharesChange vs previous 13F +1,704 shares
0.19% of the 13F portfolio, value $320,936.
13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,862 sharesChange vs previous 13F -1,694 shares
0.16% of the 13F portfolio, value $255,124.
13F-HR 0001754960-25-000636 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,556 sharesChange vs previous 13F +1,694 shares
0.18% of the 13F portfolio, value $325,722.
13F-HR 0001754960-25-000367 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,862 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $231,797.
13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,862 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $201,944.
13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).