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Moser Wealth Advisors, LLC: XYZ position timeline

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

Moser Wealth Advisors, LLC held 4,257 XYZ 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 4,257 shares
    Change vs previous 13F -1,608 shares

    0.14% of the 13F portfolio, value $289,178.

    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 5,865 shares
    Change vs previous 13F -400 shares

    0.17% of the 13F portfolio, value $318,645.

    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 6,265 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $532,462.

    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 6,265 shares
    Change vs previous 13F +153 shares

    0.22% of the 13F portfolio, value $420,569.

    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 6,112 shares
    Change vs previous 13F +69 shares

    0.21% of the 13F portfolio, value $394,163.

    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 6,043 shares
    Change vs previous 13F +675 shares

    0.28% of the 13F portfolio, value $511,117.

    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 5,368 shares
    Change vs previous 13F +112 shares

    0.27% of the 13F portfolio, value $415,215.

    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 5,256 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $232,631.

    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).