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Disclosery

MOLLER WEALTH PARTNERS: TROW position timeline

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

MOLLER WEALTH PARTNERS held 3,600 TROW 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 3,600 shares
    Change vs previous 13F -1,200 shares

    0.07% of the 13F portfolio, value $409,284.

    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 4,800 shares
    Change vs previous 13F -1,605 shares

    0.09% of the 13F portfolio, value $432,672.

    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 6,405 shares
    Change vs previous 13F -800 shares

    0.14% of the 13F portfolio, value $655,744.

    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 7,205 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $739,521.

    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 7,205 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $695,283.

    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 7,200 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $661,464.

    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 7,200 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $814,248.

    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 7,200 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $784,296.

    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).