Skip to content
Disclosery

Moser Wealth Advisors, LLC: BOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moser Wealth Advisors, LLC on BOXX, newest first. How the timeline and the estimate are built.

Moser Wealth Advisors, LLC held 38,150 BOXX shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 38,150 shares
    Change vs previous 13F +10,270 shares

    2.06% of the 13F portfolio, value $4,298,742.

    13F-HR 0001803081-25-000003 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 27,880 shares
    Change vs previous 13F +10,120 shares

    1.63% of the 13F portfolio, value $3,108,341.

    13F-HR 0001803081-25-000002 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 17,760 shares
    Change vs previous 13F +210 shares

    1.02% of the 13F portfolio, value $1,958,573.

    13F-HR 0001803081-25-000001 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 17,550 shares
    Change vs previous 13F +450 shares

    0.99% of the 13F portfolio, value $1,911,722.

    13F-HR 0001803081-24-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 17,100 shares
    Change vs previous 13F +1,075 shares

    1% of the 13F portfolio, value $1,843,637.

    13F-HR 0001803081-24-000003 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 16,025 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,706,022.

    13F-HR 0001803081-24-000002 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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