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Moloney Securities Asset Management, LLC: XYZ position timeline

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

Moloney Securities Asset Management, LLC held 53,966 XYZ 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 53,966 shares
    Change vs previous 13F -5,837 shares

    0.46% of the 13F portfolio, value $3,900,123.

    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 59,803 shares
    Change vs previous 13F +4,879 shares

    0.5% of the 13F portfolio, value $4,062,418.

    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 54,924 shares
    Change vs previous 13F -14,055 shares

    0.4% of the 13F portfolio, value $2,984,021.

    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 68,979 shares
    Change vs previous 13F +4,163 shares

    0.79% of the 13F portfolio, value $5,862,525.

    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 64,816 shares
    Change vs previous 13F -489 shares

    0.58% of the 13F portfolio, value $4,351,098.

    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 65,305 shares
    Change vs previous 13F -4,687 shares

    0.61% of the 13F portfolio, value $4,211,519.

    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 69,992 shares
    Change vs previous 13F +6,052 shares

    0.89% of the 13F portfolio, value $5,919,923.

    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 63,940 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,945,759.

    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).