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Disclosery

MONEYWISE, INC.: MUST position timeline

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

MONEYWISE, INC. held 37,859 MUST 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 37,859 shares
    Change vs previous 13F -3,039 shares

    0.29% of the 13F portfolio, value $787,472.

    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 40,898 shares
    Change vs previous 13F -915 shares

    0.37% of the 13F portfolio, value $838,817.

    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 41,813 shares
    Change vs previous 13F -15,687 shares

    0.36% of the 13F portfolio, value $861,766.

    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 57,500 shares
    Change vs previous 13F -21,361 shares

    0.53% of the 13F portfolio, value $1,180,484.

    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 78,861 shares
    Change vs previous 13F -30,031 shares

    0.74% of the 13F portfolio, value $1,586,676.

    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 108,892 shares
    Change vs previous 13F -20,516 shares

    1.16% of the 13F portfolio, value $2,192,541.

    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 129,408 shares
    Change vs previous 13F -71,063 shares

    1.32% of the 13F portfolio, value $2,628,274.

    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 200,471 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $4,165,792.

    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).