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McElhenny Sheffield Capital Management, LLC: MO position timeline

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

McElhenny Sheffield Capital Management, LLC held 7,396 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,396 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $532,142.

    13F-HR 0001754960-26-000610 filed by McElhenny Sheffield 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 7,330 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $483,707.

    13F-HR 0001754960-26-000308 filed by McElhenny Sheffield 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 7,512 shares
    Change vs previous 13F -1,006 shares

    0.11% of the 13F portfolio, value $433,152.

    13F-HR 0001754960-26-000105 filed by McElhenny Sheffield 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 8,518 shares
    Change vs previous 13F -880 shares

    0.13% of the 13F portfolio, value $562,699.

    13F-HR 0001754960-25-000701 filed by McElhenny Sheffield 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/A 9,398 shares
    Change vs previous 13F -213 shares

    0.15% of the 13F portfolio, value $551,005.

    13F-HR/A 0001754960-25-000475 filed by McElhenny Sheffield 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 9,611 shares
    Change vs previous 13F -650 shares

    0.22% of the 13F portfolio, value $576,844.

    13F-HR 0001754960-25-000202 filed by McElhenny Sheffield 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 10,261 shares
    Change vs previous 13F +1,547 shares

    0.18% of the 13F portfolio, value $536,548.

    13F-HR 0001754960-25-000035 filed by McElhenny Sheffield 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 8,714 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $444,763.

    13F-HR 0001754960-24-000516 filed by McElhenny Sheffield Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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