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WBI INVESTMENTS, LLC: MO position timeline

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

WBI INVESTMENTS, LLC held 53,415 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,415 shares
    Change vs previous 13F -9,724 shares

    0.95% of the 13F portfolio, value $3,843,209.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, LLC
    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 63,139 shares
    Change vs previous 13F +12,442 shares

    1.15% of the 13F portfolio, value $4,166,543.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 63,139 shares
    • MILLINGTON SECURITIES, LLC: 63,139 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 50,697 shares
    Change vs previous 13F -7,325 shares

    0.76% of the 13F portfolio, value $2,923,175.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 58,022 shares
    Change vs previous 13F +14,555 shares

    0.98% of the 13F portfolio, value $3,832,933.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 43,467 shares
    Change vs previous 13F -13,386 shares

    0.66% of the 13F portfolio, value $2,548,470.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 56,853 shares
    Change vs previous 13F -7,652 shares

    0.9% of the 13F portfolio, value $3,412,317.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, LLC
    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 64,505 shares
    Change vs previous 13F -148 shares

    0.84% of the 13F portfolio, value $3,372,966.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 64,653 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,299,889.

    13F-HR 0001397424-24-000010 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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