MOKAN Wealth Management Inc.: FLEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOKAN Wealth Management Inc. on FLEX, newest first. How the timeline and the estimate are built.
MOKAN Wealth Management Inc. held 1,628 FLEX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 1,628 sharesChange vs previous 13F -8,149 shares
0.1% of the 13F portfolio, value $263,697.
13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,777 sharesChange vs previous 13F +4,756 shares
0.28% of the 13F portfolio, value $639,993.
13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,021 sharesChange vs previous 13F +850 shares
0.13% of the 13F portfolio, value $303,337.
13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,171 sharesChange vs previous 13F +140 shares
0.12% of the 13F portfolio, value $241,706.
13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,031 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $201,076.
13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).