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Disclosery

Moelis Asset Management LP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moelis Asset Management LP on SPY, newest first. How the timeline and the estimate are built.

Moelis Asset Management LP held 12,000 SPY shares at 2023-06-30 per its 13F-HR filed 2023-08-01.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 12,000 shares
    Change vs previous 13F -2,500 shares

    100% of the 13F portfolio, value $5,319,360.

    13F-HR 0001814554-23-000013 filed by Moelis Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 14,500 shares
    Change vs previous 13F +8,500 shares

    100% of the 13F portfolio, value $5,939,155.

    13F-HR 0000929638-23-001456 filed by Moelis Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 6,000 shares
    Change vs previous 13F not available

    100% of the 13F portfolio, value $2,294,580.

    13F-HR 0000929638-23-000503 filed by Moelis Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

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