MOKAN Wealth Management Inc.: USB position timeline

MOKAN Wealth Management Inc. held 0 USB shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -12,213 shares

   13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 12,213 shares

   Change vs previous 13F -2,686 shares

   0.29% of the 13F portfolio, value $651,409.

   13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 14,899 shares

   Change vs previous 13F -85 shares

   0.36% of the 13F portfolio, value $720,003.

   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).

4. period ended2025-06-30

   13F 14,984 shares

   Change vs previous 13F +1,750 shares

   0.38% of the 13F portfolio, value $677,993.

   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).

5. period ended2025-03-31

   13F 13,234 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $558,734.

   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).