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Disclosery

Mosley Wealth Management: IFRA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosley Wealth Management on IFRA, newest first. How the timeline and the estimate are built.

Mosley Wealth Management held 1,387 IFRA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,387 shares
    Change vs previous 13F -5,305 shares

    0.03% of the 13F portfolio, value $87,426.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,692 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $353,484.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,679 shares
    Change vs previous 13F -6,454 shares

    0.16% of the 13F portfolio, value $357,805.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 13,133 shares
    Change vs previous 13F +535 shares

    0.38% of the 13F portfolio, value $620,792.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 12,598 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $601,800.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).