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Moser Wealth Advisors, LLC: HD position timeline

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

Moser Wealth Advisors, LLC held 3,178 HD 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 3,178 shares
    Change vs previous 13F -300 shares

    0.56% of the 13F portfolio, value $1,165,182.

    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 3,478 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,274,652.

    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 3,478 shares
    Change vs previous 13F -155 shares

    0.7% of the 13F portfolio, value $1,352,907.

    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 3,633 shares
    Change vs previous 13F -355 shares

    0.76% of the 13F portfolio, value $1,472,092.

    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 3,988 shares
    Change vs previous 13F -80 shares

    0.75% of the 13F portfolio, value $1,372,829.

    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 4,068 shares
    Change vs previous 13F -50 shares

    0.87% of the 13F portfolio, value $1,560,485.

    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 4,118 shares
    Change vs previous 13F -2,439 shares

    0.91% of the 13F portfolio, value $1,427,093.

    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 6,557 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $1,981,263.

    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).