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Moloney Securities Asset Management, LLC: CEF position timeline

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

Moloney Securities Asset Management, LLC held 20,634 CEF shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 20,634 shares
    Change vs previous 13F +2,044 shares

    0.09% of the 13F portfolio, value $757,061.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 18,590 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $559,559.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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