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Disclosery

MONEYWISE, INC.: FYC position timeline

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

MONEYWISE, INC. held 11,484 FYC 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 11,484 shares
    Change vs previous 13F -506 shares

    0.55% of the 13F portfolio, value $1,462,385.

    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 11,990 shares
    Change vs previous 13F -748 shares

    0.51% of the 13F portfolio, value $1,162,773.

    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 12,738 shares
    Change vs previous 13F -12,961 shares

    0.51% of the 13F portfolio, value $1,224,319.

    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 25,699 shares
    Change vs previous 13F -489 shares

    1.05% of the 13F portfolio, value $2,331,206.

    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 26,188 shares
    Change vs previous 13F -3,033 shares

    0.98% of the 13F portfolio, value $2,084,007.

    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 29,221 shares
    Change vs previous 13F -2,340 shares

    1.06% of the 13F portfolio, value $2,010,429.

    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 31,561 shares
    Change vs previous 13F -7,033 shares

    1.23% of the 13F portfolio, value $2,443,779.

    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 38,594 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,870,219.

    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).