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Disclosery

Michels Family Financial, LLC: MO position timeline

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

Michels Family Financial, LLC held 18,592 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,592 shares
    Change vs previous 13F -145 shares

    0.86% of the 13F portfolio, value $1,337,669.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 18,737 shares
    Change vs previous 13F -43 shares

    0.89% of the 13F portfolio, value $1,236,444.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 18,780 shares
    Change vs previous 13F +557 shares

    0.8% of the 13F portfolio, value $1,082,878.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 18,223 shares
    Change vs previous 13F -989 shares

    0.94% of the 13F portfolio, value $1,203,807.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 19,212 shares
    Change vs previous 13F +2 shares

    0.96% of the 13F portfolio, value $1,126,405.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 19,210 shares
    Change vs previous 13F +415 shares

    1.04% of the 13F portfolio, value $1,152,962.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 18,795 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $982,791.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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