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MOSELEY INVESTMENT MANAGEMENT INC: SPTM position timeline

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

MOSELEY INVESTMENT MANAGEMENT INC held 7,915 SPTM shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,915 shares
    Change vs previous 13F +356 shares

    0.2% of the 13F portfolio, value $625,760.

    13F-HR 0000906396-26-000002 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,559 shares
    Change vs previous 13F -120 shares

    0.19% of the 13F portfolio, value $623,618.

    13F-HR 0000906396-26-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,679 shares
    Change vs previous 13F +125 shares

    0.19% of the 13F portfolio, value $619,311.

    13F-HR 0000906396-25-000006 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,554 shares
    Change vs previous 13F +40 shares

    0.19% of the 13F portfolio, value $565,719.

    13F-HR 0000906396-25-000005 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,514 shares
    Change vs previous 13F -1,055 shares

    0.2% of the 13F portfolio, value $511,033.

    13F-HR 0000906396-25-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,569 shares
    Change vs previous 13F -427 shares

    0.24% of the 13F portfolio, value $612,100.

    13F-HR 0000906396-25-000001 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,996 shares
    Change vs previous 13F -260 shares

    0.25% of the 13F portfolio, value $630,252.

    13F-HR 0000906396-24-000004 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,256 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $614,146.

    13F-HR 0000906396-24-000003 filed by MOSELEY INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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