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Monument Capital Management: MO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Capital Management on MO, newest first. How the timeline and the estimate are built.

Monument Capital Management held 10,871 MO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,871 shares
    Change vs previous 13F +1,248 shares

    0.15% of the 13F portfolio, value $732,040.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,623 shares
    Change vs previous 13F +4,510 shares

    0.14% of the 13F portfolio, value $692,361.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,113 shares
    Change vs previous 13F -4,854 shares

    0.08% of the 13F portfolio, value $337,394.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,967 shares
    Change vs previous 13F -9,269 shares

    0.14% of the 13F portfolio, value $574,686.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,236 shares
    Change vs previous 13F +6,703 shares

    0.32% of the 13F portfolio, value $1,270,718.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,533 shares
    Change vs previous 13F +7,125 shares

    0.19% of the 13F portfolio, value $734,799.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,408 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $324,577.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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