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MOLLER WEALTH PARTNERS: PBW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOLLER WEALTH PARTNERS on PBW, newest first. How the timeline and the estimate are built.

MOLLER WEALTH PARTNERS held 27,579 PBW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,579 shares
    Change vs previous 13F -1,649 shares

    0.19% of the 13F portfolio, value $1,075,857.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 29,228 shares
    Change vs previous 13F -1,296 shares

    0.18% of the 13F portfolio, value $923,020.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 30,524 shares
    Change vs previous 13F -1,458 shares

    0.2% of the 13F portfolio, value $932,203.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 31,982 shares
    Change vs previous 13F -5,727 shares

    0.19% of the 13F portfolio, value $923,640.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 37,709 shares
    Change vs previous 13F +4,469 shares

    0.17% of the 13F portfolio, value $751,163.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 33,240 shares
    Change vs previous 13F -743 shares

    0.13% of the 13F portfolio, value $523,198.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 33,983 shares
    Change vs previous 13F -2,597 shares

    0.18% of the 13F portfolio, value $680,000.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 36,580 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $732,697.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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