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MOODY LYNN LIEBERSON & WALKER, LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOODY LYNN LIEBERSON & WALKER, LLC on WSO, newest first. How the timeline and the estimate are built.

MOODY LYNN LIEBERSON & WALKER, LLC held 1,501 WSO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,501 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $454,338.

    13F-HR 0000938592-26-000010 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,529 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $637,180.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,509 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $548,959.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,509 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $508,458.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,585 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $640,815.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,541 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $680,536.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,551 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $788,373.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,551 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $735,003.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).