Jacobsen Capital Management: MO position timeline

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

Jacobsen Capital Management held 3,436 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 3,436 shares
Change vs previous 13F +120 shares
0.07% of the 13F portfolio, value $247,220.
13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,316 shares
Change vs previous 13F +3,316 shares
0.07% of the 13F portfolio, value $218,823.
13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 0 shares
Change vs previous 13F -3,587 shares
13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 3,587 shares
Change vs previous 13F +152 shares
0.08% of the 13F portfolio, value $236,957.
13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,435 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $201,394.
13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).