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Disclosery

Mosley Wealth Management: LMBS position timeline

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

Mosley Wealth Management held 1,156 LMBS 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 1,156 shares
    Change vs previous 13F -3,322 shares

    0.02% of the 13F portfolio, value $57,563.

    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 4,478 shares
    Change vs previous 13F +35 shares

    0.1% of the 13F portfolio, value $222,941.

    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 4,443 shares
    Change vs previous 13F -369 shares

    0.1% of the 13F portfolio, value $221,647.

    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 4,812 shares
    Change vs previous 13F -211 shares

    0.15% of the 13F portfolio, value $234,393.

    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 5,023 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $246,127.

    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).