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Disclosery

Mosley Wealth Management: SVOL position timeline

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

Mosley Wealth Management held 46,173 SVOL 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 46,173 shares
    Change vs previous 13F +35,848 shares

    0.24% of the 13F portfolio, value $740,609.

    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 10,325 shares
    Change vs previous 13F -3,986 shares

    0.08% of the 13F portfolio, value $185,850.

    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 14,311 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $259,315.

    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).