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Moser Wealth Advisors, LLC: SCHP position timeline

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

Moser Wealth Advisors, LLC held 125,123 SCHP 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 125,123 shares
    Change vs previous 13F +5,115 shares

    1.6% of the 13F portfolio, value $3,338,282.

    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 120,008 shares
    Change vs previous 13F +6,426 shares

    1.69% of the 13F portfolio, value $3,227,015.

    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 113,582 shares
    Change vs previous 13F +55,506 shares

    1.53% of the 13F portfolio, value $2,933,823.

    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 58,076 shares
    Change vs previous 13F -400 shares

    1.62% of the 13F portfolio, value $3,114,616.

    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 58,476 shares
    Change vs previous 13F -4,182 shares

    1.65% of the 13F portfolio, value $3,041,337.

    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 62,658 shares
    Change vs previous 13F -3,760 shares

    1.82% of the 13F portfolio, value $3,268,241.

    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 66,418 shares
    Change vs previous 13F -10,900 shares

    2.21% of the 13F portfolio, value $3,467,020.

    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 77,318 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,903,786.

    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).