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Moser Wealth Advisors, LLC: VBR position timeline

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

Moser Wealth Advisors, LLC held 58,536 VBR 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 58,536 shares
    Change vs previous 13F -6,064 shares

    5.48% of the 13F portfolio, value $11,415,105.

    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 64,600 shares
    Change vs previous 13F +570 shares

    6.31% of the 13F portfolio, value $12,034,391.

    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 64,030 shares
    Change vs previous 13F +1,738 shares

    6.6% of the 13F portfolio, value $12,689,459.

    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 62,292 shares
    Change vs previous 13F +271 shares

    6.49% of the 13F portfolio, value $12,507,009.

    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 62,021 shares
    Change vs previous 13F +1,491 shares

    6.16% of the 13F portfolio, value $11,319,990.

    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 60,530 shares
    Change vs previous 13F +776 shares

    6.47% of the 13F portfolio, value $11,614,409.

    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 59,754 shares
    Change vs previous 13F +1,052 shares

    6.86% of the 13F portfolio, value $10,753,874.

    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 58,702 shares
    Change vs previous 13F not available

    6.57% of the 13F portfolio, value $9,362,377.

    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).