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Kathmere Capital Management, LLC: MO position timeline

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

Kathmere Capital Management, LLC held 64,694 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,694 shares
    Change vs previous 13F +12,757 shares

    0.25% of the 13F portfolio, value $4,654,700.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, LLC
    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 51,937 shares
    Change vs previous 13F +1,002 shares

    0.21% of the 13F portfolio, value $3,427,315.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, LLC
    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 50,935 shares
    Change vs previous 13F -3,998 shares

    0.2% of the 13F portfolio, value $2,936,915.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, LLC
    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 54,933 shares
    Change vs previous 13F +2,529 shares

    0.26% of the 13F portfolio, value $3,628,901.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, LLC
    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 52,404 shares
    Change vs previous 13F +6,117 shares

    0.24% of the 13F portfolio, value $3,072,440.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, LLC
    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 46,287 shares
    Change vs previous 13F +4,421 shares

    0.24% of the 13F portfolio, value $2,778,134.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, LLC
    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 41,866 shares
    Change vs previous 13F +854 shares

    0.2% of the 13F portfolio, value $2,189,194.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
    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 41,012 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,093,252.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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