Moser Wealth Advisors, LLC: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moser Wealth Advisors, LLC on CLX, newest first. How the timeline and the estimate are built.
Moser Wealth Advisors, LLC held 3,575 CLX shares at 2025-06-30 per its 13F-HR filed 2025-07-31.
the latest 13F is the newest step
- period ended2025-06-3013F 3,575 sharesChange vs previous 13F -320 shares
0.21% of the 13F portfolio, value $429,250.
13F-HR 0001803081-25-000003 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,895 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $573,539.
13F-HR 0001803081-25-000002 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,895 sharesChange vs previous 13F -385 shares
0.33% of the 13F portfolio, value $632,587.
13F-HR 0001803081-25-000001 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,280 sharesChange vs previous 13F -150 shares
0.36% of the 13F portfolio, value $697,255.
13F-HR 0001803081-24-000004 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,430 sharesChange vs previous 13F -665 shares
0.33% of the 13F portfolio, value $604,562.
13F-HR 0001803081-24-000003 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 5,095 sharesChange vs previous 13F 0 shares
0.43% of the 13F portfolio, value $780,095.
13F-HR 0001803081-24-000002 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 5,095 sharesChange vs previous 13F -105 shares
0.46% of the 13F portfolio, value $726,496.
13F-HR 0001803081-24-000001 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 5,200 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $681,512.
13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).