National Wealth Management Group, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of National Wealth Management Group, LLC on MO, newest first. How the timeline and the estimate are built.
National Wealth Management Group, LLC held 7,505 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,505 sharesChange vs previous 13F +87 shares
0.17% of the 13F portfolio, value $539,985.
13F-HR 0001977723-26-000004 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,418 sharesChange vs previous 13F -753 shares
0.18% of the 13F portfolio, value $489,514.
13F-HR 0001977723-26-000002 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,171 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $471,140.
13F-HR 0001977723-26-000001 filed by National Wealth Management Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).