Skip to content
Disclosery

Moser Wealth Advisors, LLC: IWR position timeline

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

Moser Wealth Advisors, LLC held 80,704 IWR 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 80,704 shares
    Change vs previous 13F -4,196 shares

    3.56% of the 13F portfolio, value $7,422,316.

    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 84,900 shares
    Change vs previous 13F -5,238 shares

    3.79% of the 13F portfolio, value $7,222,402.

    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 90,138 shares
    Change vs previous 13F -3,151 shares

    4.15% of the 13F portfolio, value $7,968,224.

    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 93,289 shares
    Change vs previous 13F -1,659 shares

    4.26% of the 13F portfolio, value $8,222,517.

    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 94,948 shares
    Change vs previous 13F -5,609 shares

    4.19% of the 13F portfolio, value $7,698,397.

    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 100,557 shares
    Change vs previous 13F -4,380 shares

    4.71% of the 13F portfolio, value $8,455,879.

    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 104,937 shares
    Change vs previous 13F -4,062 shares

    5.21% of the 13F portfolio, value $8,156,738.

    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 108,999 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $7,548,213.

    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).