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Disclosery

MONEYWISE, INC.: WWJD position timeline

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

MONEYWISE, INC. held 46,565 WWJD 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 46,565 shares
    Change vs previous 13F +2,722 shares

    0.66% of the 13F portfolio, value $1,775,536.

    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 43,843 shares
    Change vs previous 13F +15,401 shares

    0.72% of the 13F portfolio, value $1,639,281.

    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 28,442 shares
    Change vs previous 13F +645 shares

    0.43% of the 13F portfolio, value $1,037,556.

    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 27,797 shares
    Change vs previous 13F +2,697 shares

    0.44% of the 13F portfolio, value $980,246.

    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 25,100 shares
    Change vs previous 13F +3,527 shares

    0.4% of the 13F portfolio, value $860,194.

    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 21,573 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $663,248.

    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).