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Disclosery

MONEYWISE, INC.: FLQM position timeline

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

MONEYWISE, INC. held 20,187 FLQM 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 20,187 shares
    Change vs previous 13F -195 shares

    0.44% of the 13F portfolio, value $1,168,500.

    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 20,382 shares
    Change vs previous 13F -4,569 shares

    0.49% of the 13F portfolio, value $1,119,574.

    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 24,951 shares
    Change vs previous 13F -5,972 shares

    0.58% of the 13F portfolio, value $1,403,758.

    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 30,923 shares
    Change vs previous 13F -229 shares

    0.79% of the 13F portfolio, value $1,745,615.

    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 31,152 shares
    Change vs previous 13F -6,979 shares

    0.79% of the 13F portfolio, value $1,691,870.

    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 38,131 shares
    Change vs previous 13F -1,032 shares

    1.07% of the 13F portfolio, value $2,021,303.

    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 39,163 shares
    Change vs previous 13F -19,965 shares

    1.07% of the 13F portfolio, value $2,126,948.

    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 59,128 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,293,443.

    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).