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MOSELEY INVESTMENT MANAGEMENT INC: WM position timeline

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

MOSELEY INVESTMENT MANAGEMENT INC held 1,365 WM 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 1,365 shares
    Change vs previous 13F -3,520 shares

    0.1% of the 13F portfolio, value $313,663.

    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 4,885 shares
    Change vs previous 13F -438 shares

    0.33% of the 13F portfolio, value $1,073,297.

    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 5,323 shares
    Change vs previous 13F +544 shares

    0.36% of the 13F portfolio, value $1,175,470.

    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 4,779 shares
    Change vs previous 13F +3,368 shares

    0.38% of the 13F portfolio, value $1,093,500.

    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 1,411 shares
    Change vs previous 13F +175 shares

    0.13% of the 13F portfolio, value $326,609.

    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 1,236 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $249,349.

    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 1,236 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $256,509.

    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 1,235 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $263,581.

    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).