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Moloney Securities Asset Management, LLC: USFR position timeline

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

Moloney Securities Asset Management, LLC held 81,326 USFR 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 81,326 shares
    Change vs previous 13F -2,482 shares

    0.49% of the 13F portfolio, value $4,088,280.

    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 83,808 shares
    Change vs previous 13F +32,754 shares

    0.52% of the 13F portfolio, value $4,216,394.

    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).

  3. period ended2025-03-31
    13F 51,054 shares
    Change vs previous 13F -17,853 shares

    0.35% of the 13F portfolio, value $2,569,539.

    13F-HR 0001697934-25-000002 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).

  4. period ended2024-12-31
    13F 68,907 shares
    Change vs previous 13F +6,176 shares

    0.47% of the 13F portfolio, value $3,467,392.

    13F-HR 0001697934-25-000001 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).

  5. period ended2024-09-30
    13F 62,731 shares
    Change vs previous 13F -3,111 shares

    0.42% of the 13F portfolio, value $3,150,336.

    13F-HR 0001697934-24-000006 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).

  6. period ended2024-06-30
    13F 65,842 shares
    Change vs previous 13F -3,666 shares

    0.48% of the 13F portfolio, value $3,312,517.

    13F-HR 0001697934-24-000003 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).

  7. period ended2024-03-31
    13F 69,508 shares
    Change vs previous 13F +6,797 shares

    0.53% of the 13F portfolio, value $3,495,580.

    13F-HR 0001697934-24-000002 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).

  8. period ended2023-12-31
    13F 62,711 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,150,597.

    13F-HR 0001697934-24-000001 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).