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Moser Wealth Advisors, LLC: PFF position timeline

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

Moser Wealth Advisors, LLC held 197,023 PFF 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 197,023 shares
    Change vs previous 13F -12,324 shares

    2.9% of the 13F portfolio, value $6,044,658.

    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 209,347 shares
    Change vs previous 13F -2,175 shares

    3.37% of the 13F portfolio, value $6,433,240.

    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 211,522 shares
    Change vs previous 13F -4,293 shares

    3.46% of the 13F portfolio, value $6,650,237.

    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 215,815 shares
    Change vs previous 13F +1,633 shares

    3.72% of the 13F portfolio, value $7,171,520.

    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 214,182 shares
    Change vs previous 13F -3,372 shares

    3.67% of the 13F portfolio, value $6,757,430.

    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 217,554 shares
    Change vs previous 13F -1,816 shares

    3.91% of the 13F portfolio, value $7,011,765.

    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 219,370 shares
    Change vs previous 13F -9,116 shares

    4.37% of the 13F portfolio, value $6,842,151.

    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 228,486 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $6,888,857.

    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).