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Moser Wealth Advisors, LLC: TLT position timeline

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

Moser Wealth Advisors, LLC held 24,765 TLT 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 24,765 shares
    Change vs previous 13F -330 shares

    1.05% of the 13F portfolio, value $2,185,511.

    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 25,095 shares
    Change vs previous 13F -55 shares

    1.2% of the 13F portfolio, value $2,284,398.

    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 25,150 shares
    Change vs previous 13F -320 shares

    1.14% of the 13F portfolio, value $2,196,350.

    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 25,470 shares
    Change vs previous 13F +2,809 shares

    1.3% of the 13F portfolio, value $2,498,607.

    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 22,661 shares
    Change vs previous 13F +136 shares

    1.13% of the 13F portfolio, value $2,079,827.

    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 22,525 shares
    Change vs previous 13F +1,510 shares

    1.19% of the 13F portfolio, value $2,131,316.

    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 21,015 shares
    Change vs previous 13F -1,405 shares

    1.33% of the 13F portfolio, value $2,077,963.

    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 22,420 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,988,430.

    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).