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Disclosery

MONEYWISE, INC.: AFDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONEYWISE, INC. on AFDM, newest first. How the timeline and the estimate are built.

MONEYWISE, INC. held 3,458 AFDM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,458 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $301,129.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 3,458 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $283,940.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 3,458 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $278,393.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    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 3,636 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $278,932.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    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 3,636 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $265,140.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    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 3,628 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $241,190.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 3,627 shares
    Change vs previous 13F -14,905 shares

    0.11% of the 13F portfolio, value $222,887.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 18,532 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,248,133.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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