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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

  1. period ended2026-06-30
    13F 9,744 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 7,358 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,566 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 3,862 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 5,556 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 3,862 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 3,862 shares
    Change 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), ingested

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