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Successful Portfolios LLC: MO position timeline

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

Successful Portfolios LLC held 7,781 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 7,781 shares
    Change vs previous 13F +38 shares

    0.24% of the 13F portfolio, value $527,208.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,743 shares
    Change vs previous 13F +38 shares

    0.26% of the 13F portfolio, value $554,824.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    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 7,705 shares
    Change vs previous 13F -169 shares

    0.28% of the 13F portfolio, value $513,885.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    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 7,874 shares
    Change vs previous 13F +472 shares

    0.23% of the 13F portfolio, value $452,978.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    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 7,402 shares
    Change vs previous 13F -265 shares

    0.29% of the 13F portfolio, value $489,008.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    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 7,667 shares
    Change vs previous 13F -127 shares

    0.28% of the 13F portfolio, value $449,497.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    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 7,794 shares
    Change vs previous 13F +48 shares

    0.32% of the 13F portfolio, value $467,802.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,746 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $405,035.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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