Moloney Securities Asset Management, LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moloney Securities Asset Management, LLC on CB, newest first. How the timeline and the estimate are built.
Moloney Securities Asset Management, LLC held 2,959 CB shares at 2025-09-30 per its 13F-HR filed 2025-11-05.
the latest 13F is the newest step
- period ended2025-09-3013F 2,959 sharesChange vs previous 13F -573 shares
0.1% of the 13F portfolio, value $835,206.
13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, 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 3,532 sharesChange vs previous 13F +832 shares
0.13% of the 13F portfolio, value $1,023,310.
13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, 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 2,700 sharesChange vs previous 13F -727 shares
0.11% of the 13F portfolio, value $815,383.
13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, 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 3,427 sharesChange vs previous 13F -424 shares
0.13% of the 13F portfolio, value $946,893.
13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, 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 3,851 sharesChange vs previous 13F +1,905 shares
0.15% of the 13F portfolio, value $1,110,590.
13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,946 sharesChange vs previous 13F +198 shares
0.07% of the 13F portfolio, value $496,386.
13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,748 sharesChange vs previous 13F +26 shares
0.07% of the 13F portfolio, value $452,959.
13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,722 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $389,172.
13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).