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Disclosery

Waterloo Capital, L.P.: MO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on MO, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 87,133 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,133 shares
    Change vs previous 13F -6,496 shares

    0.35% of the 13F portfolio, value $6,269,245.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 93,629 shares
    Change vs previous 13F +6,502 shares

    0.43% of the 13F portfolio, value $6,178,595.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 87,127 shares
    Change vs previous 13F +2,969 shares

    0.36% of the 13F portfolio, value $5,023,722.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 84,158 shares
    Change vs previous 13F +1,381 shares

    0.41% of the 13F portfolio, value $5,559,504.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 82,777 shares
    Change vs previous 13F -5,826 shares

    0.39% of the 13F portfolio, value $4,853,195.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 88,603 shares
    Change vs previous 13F +10,926 shares

    0.49% of the 13F portfolio, value $5,317,925.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 77,677 shares
    Change vs previous 13F +2,884 shares

    0.43% of the 13F portfolio, value $4,061,719.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 74,793 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,817,450.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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