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MONEYWISE, INC.: MRSK position timeline

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

MONEYWISE, INC. held 14,188 MRSK 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 14,188 shares
    Change vs previous 13F -1,589 shares

    0.2% of the 13F portfolio, value $547,802.

    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 15,777 shares
    Change vs previous 13F -443,058 shares

    0.24% of the 13F portfolio, value $557,520.

    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 458,835 shares
    Change vs previous 13F -145,983 shares

    7.02% of the 13F portfolio, value $16,885,116.

    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 604,818 shares
    Change vs previous 13F -62,967 shares

    9.75% of the 13F portfolio, value $21,549,650.

    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 667,785 shares
    Change vs previous 13F not available

    10.51% of the 13F portfolio, value $22,415,191.

    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).