Wolff Financial Management LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolff Financial Management LLC on MO, newest first. How the timeline and the estimate are built.
Wolff Financial Management LLC held 14,334 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 14,334 sharesChange vs previous 13F +2 shares
0.21% of the 13F portfolio, value $1,031,344.
13F-HR 0001767940-26-000004 filed by Wolff Financial Management 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 14,332 sharesChange vs previous 13F +3 shares
0.21% of the 13F portfolio, value $945,773.
13F-HR 0001767940-26-000003 filed by Wolff Financial Management 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 14,329 sharesChange vs previous 13F -222 shares
0.19% of the 13F portfolio, value $826,234.
13F-HR 0001767940-26-000001 filed by Wolff Financial Management 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 14,551 sharesChange vs previous 13F +226 shares
0.22% of the 13F portfolio, value $961,250.
13F-HR 0001767940-25-000006 filed by Wolff Financial Management 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 14,325 sharesChange vs previous 13F +103 shares
0.22% of the 13F portfolio, value $840,000.
13F-HR 0001767940-25-000004 filed by Wolff Financial Management 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 14,222 sharesChange vs previous 13F +2 shares
0.24% of the 13F portfolio, value $854,000.
13F-HR 0001767940-25-000003 filed by Wolff Financial Management 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 14,220 sharesChange vs previous 13F +3 shares
0.21% of the 13F portfolio, value $744,000.
13F-HR 0001767940-25-000001 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,217 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $726,000.
13F-HR 0001767940-24-000005 filed by Wolff Financial Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).