VSM Wealth Advisory, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VSM Wealth Advisory, LLC on MO, newest first. How the timeline and the estimate are built.
VSM Wealth Advisory, LLC held 1,080 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,080 sharesChange vs previous 13F +9 shares
0.02% of the 13F portfolio, value $77,693.
13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 1,071 sharesChange vs previous 13F +11 shares
0.02% of the 13F portfolio, value $70,663.
13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 1,060 sharesChange vs previous 13F +10 shares
0.02% of the 13F portfolio, value $61,093.
13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,050 sharesChange vs previous 13F -477 shares
0.02% of the 13F portfolio, value $69,363.
13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,527 sharesChange vs previous 13F +477 shares
0.03% of the 13F portfolio, value $89,528.
13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,050 sharesChange vs previous 13F +500 shares
0.02% of the 13F portfolio, value $63,021.
13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 550 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $28,760.
13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).