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Disclosery

Mosley Wealth Management: MTBA position timeline

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

Mosley Wealth Management held 21,813 MTBA 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 21,813 shares
    Change vs previous 13F +18,237 shares

    0.34% of the 13F portfolio, value $1,070,383.

    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 3,576 shares
    Change vs previous 13F -1,430 shares

    0.08% of the 13F portfolio, value $180,074.

    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 5,006 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $252,624.

    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).