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Taylor & Morgan Wealth Management, LLC: MO position timeline

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

Taylor & Morgan Wealth Management, LLC held 12,953 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 12,953 shares
    Change vs previous 13F +196 shares

    0.42% of the 13F portfolio, value $872,275.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,757 shares
    Change vs previous 13F -811 shares

    0.45% of the 13F portfolio, value $917,888.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, 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 13,568 shares
    Change vs previous 13F +236 shares

    0.51% of the 13F portfolio, value $895,377.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, 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 13,332 shares
    Change vs previous 13F +201 shares

    0.43% of the 13F portfolio, value $768,702.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, 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 13,131 shares
    Change vs previous 13F +217 shares

    0.53% of the 13F portfolio, value $867,454.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, 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 12,914 shares
    Change vs previous 13F +209 shares

    0.51% of the 13F portfolio, value $757,169.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, 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 12,705 shares
    Change vs previous 13F +237 shares

    0.58% of the 13F portfolio, value $762,544.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan Wealth Management, 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 12,468 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $651,959.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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