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Mosley Wealth Management: USFR position timeline

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

Mosley Wealth Management held 248,652 USFR 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 248,652 shares
    Change vs previous 13F +235,540 shares

    3.98% of the 13F portfolio, value $12,519,611.

    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 13,112 shares
    Change vs previous 13F -4,042 shares

    0.3% of the 13F portfolio, value $659,147.

    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 17,154 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $863,024.

    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).