MOKAN Wealth Management Inc.: MA position timeline

MOKAN Wealth Management Inc. held 463 MA 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 463 shares

   Change vs previous 13F +463 shares

   0.09% of the 13F portfolio, value $237,501.

   13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,526 shares

   13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-06-30

   13F 2,526 shares

   Change vs previous 13F +149 shares

   0.79% of the 13F portfolio, value $1,416,796.

   13F-HR 0001085146-25-004166 filed by MOKAN Wealth Management Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 2,377 shares

   Change vs previous 13F +65 shares

   0.78% of the 13F portfolio, value $1,300,221.

   13F-HR 0001085146-25-002264 filed by MOKAN Wealth Management Inc.
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 2,312 shares

   Change vs previous 13F not available

   0.77% of the 13F portfolio, value $1,217,405.

   13F-HR 0001085146-25-000648 filed by MOKAN Wealth Management Inc.
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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