Skip to content
Disclosery

MONEYWISE, INC.: IFRA position timeline

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

MONEYWISE, INC. held 0 IFRA shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -41,317 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 41,317 shares
    Change vs previous 13F +1,925 shares

    0.99% of the 13F portfolio, value $1,862,174.

    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).

  3. period ended2024-12-31
    13F 39,392 shares
    Change vs previous 13F +7,028 shares

    0.91% of the 13F portfolio, value $1,823,467.

    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).

  4. period ended2024-09-30
    13F 32,364 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,520,133.

    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).