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MOKAN Wealth Management Inc.: GIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOKAN Wealth Management Inc. on GIS, newest first. How the timeline and the estimate are built.

MOKAN Wealth Management Inc. held 30,839 GIS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,839 shares
    Change vs previous 13F +15,118 shares

    0.41% of the 13F portfolio, value $1,073,174.

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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 15,721 shares
    Change vs previous 13F +2,219 shares

    0.26% of the 13F portfolio, value $585,124.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 13,502 shares
    Change vs previous 13F -1,144 shares

    0.28% of the 13F portfolio, value $627,999.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 14,646 shares
    Change vs previous 13F +2,049 shares

    0.37% of the 13F portfolio, value $738,452.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    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 12,597 shares
    Change vs previous 13F +2,619 shares

    0.36% of the 13F portfolio, value $652,543.

    13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
    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 9,978 shares
    Change vs previous 13F +815 shares

    0.36% of the 13F portfolio, value $596,698.

    13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
    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 9,163 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $584,203.

    13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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