Skip to content
Disclosery

Moser Wealth Advisors, LLC: PFL position timeline

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

Moser Wealth Advisors, LLC held 18,428 PFL 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 18,428 shares
    Change vs previous 13F -7,620 shares

    0.07% of the 13F portfolio, value $153,687.

    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 26,048 shares
    Change vs previous 13F +315 shares

    0.12% of the 13F portfolio, value $224,010.

    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 25,733 shares
    Change vs previous 13F -2,348 shares

    0.11% of the 13F portfolio, value $215,645.

    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 28,081 shares
    Change vs previous 13F +303 shares

    0.12% of the 13F portfolio, value $240,651.

    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 27,778 shares
    Change vs previous 13F +290 shares

    0.12% of the 13F portfolio, value $226,390.

    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 27,488 shares
    Change vs previous 13F +279 shares

    0.13% of the 13F portfolio, value $233,094.

    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 27,209 shares
    Change vs previous 13F +290 shares

    0.15% of the 13F portfolio, value $229,640.

    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 26,919 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $206,467.

    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).