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Disclosery

Mosley Wealth Management: MBB position timeline

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

Mosley Wealth Management held 9,632 MBB 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 9,632 shares
    Change vs previous 13F -24,812 shares

    0.29% of the 13F portfolio, value $910,374.

    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 34,444 shares
    Change vs previous 13F +172 shares

    1.48% of the 13F portfolio, value $3,277,374.

    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 34,272 shares
    Change vs previous 13F +2,718 shares

    1.49% of the 13F portfolio, value $3,260,368.

    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 31,554 shares
    Change vs previous 13F +3,321 shares

    1.8% of the 13F portfolio, value $2,909,305.

    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 28,233 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $2,637,551.

    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).