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AmeriServ Wealth Advisors: MO position timeline

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

AmeriServ Wealth Advisors held 7,667 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,667 shares
    Change vs previous 13F -2,340 shares

    0.37% of the 13F portfolio, value $551,640.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 10,007 shares
    Change vs previous 13F +278 shares

    0.42% of the 13F portfolio, value $660,361.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 9,729 shares
    Change vs previous 13F +89 shares

    0.33% of the 13F portfolio, value $560,973.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 9,640 shares
    Change vs previous 13F -1 shares

    0.32% of the 13F portfolio, value $636,817.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 9,641 shares
    Change vs previous 13F -3 shares

    0.28% of the 13F portfolio, value $565,251.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 9,644 shares
    Change vs previous 13F -227 shares

    0.33% of the 13F portfolio, value $578,832.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 9,871 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $516,154.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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