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Disclosery

Strategic Planning, Inc.: MO position timeline

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

Strategic Planning, Inc. held 81,214 MO shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 81,214 shares
    Change vs previous 13F +1,139 shares

    2.69% of the 13F portfolio, value $5,359,296.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 80,075 shares
    Change vs previous 13F +156 shares

    2.49% of the 13F portfolio, value $4,617,114.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 79,919 shares
    Change vs previous 13F -76 shares

    3.05% of the 13F portfolio, value $5,279,441.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 79,995 shares
    Change vs previous 13F -284 shares

    2.81% of the 13F portfolio, value $4,690,102.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 80,279 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $4,818,362.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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