Elwood & Goetz Wealth Advisory Group, LLC: MSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elwood & Goetz Wealth Advisory Group, LLC on MSI, newest first. How the timeline and the estimate are built.
Elwood & Goetz Wealth Advisory Group, LLC held 483 MSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 483 sharesChange vs previous 13F -133 shares
0.03% of the 13F portfolio, value $200,585.
13F-HR 0001752758-26-000006 filed by Elwood & Goetz Wealth Advisory Group, 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 616 sharesChange vs previous 13F +39 shares
0.05% of the 13F portfolio, value $267,326.
13F-HR 0001752758-26-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 577 sharesChange vs previous 13F +30 shares
0.04% of the 13F portfolio, value $221,176.
13F-HR 0001752758-26-000001 filed by Elwood & Goetz Wealth Advisory Group, 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 547 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $250,138.
13F-HR 0001752758-25-000003 filed by Elwood & Goetz Wealth Advisory Group, 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 547 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $229,992.
13F-HR 0001085146-25-003958 filed by Elwood & Goetz Wealth Advisory Group, 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 539 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $235,980.
13F-HR 0001085146-25-002242 filed by Elwood & Goetz Wealth Advisory Group, 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 539 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $249,142.
13F-HR 0001085146-25-000728 filed by Elwood & Goetz Wealth Advisory Group, 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 539 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $242,351.
13F-HR 0001085146-24-005099 filed by Elwood & Goetz Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).