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Moser Wealth Advisors, LLC: FPE position timeline

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

Moser Wealth Advisors, LLC held 95,332 FPE 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 95,332 shares
    Change vs previous 13F +75 shares

    0.81% of the 13F portfolio, value $1,696,911.

    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 95,257 shares
    Change vs previous 13F +73 shares

    0.88% of the 13F portfolio, value $1,675,573.

    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 95,184 shares
    Change vs previous 13F +1,572 shares

    0.88% of the 13F portfolio, value $1,684,763.

    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 93,612 shares
    Change vs previous 13F +1,347 shares

    0.88% of the 13F portfolio, value $1,694,383.

    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 92,265 shares
    Change vs previous 13F +43 shares

    0.87% of the 13F portfolio, value $1,601,719.

    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 92,222 shares
    Change vs previous 13F +69 shares

    0.89% of the 13F portfolio, value $1,597,277.

    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).

  7. period ended2023-12-31
    13F 92,153 shares
    Change vs previous 13F -5,464 shares

    0.99% of the 13F portfolio, value $1,553,693.

    13F-HR 0001803081-24-000001 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).

  8. period ended2023-09-30
    13F 97,617 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,558,944.

    13F-HR 0001803081-23-000004 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).