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Disclosery

Mosley Wealth Management: USMV position timeline

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

Mosley Wealth Management held 4,094 USMV 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 4,094 shares
    Change vs previous 13F -9,617 shares

    0.13% of the 13F portfolio, value $394,862.

    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 13,711 shares
    Change vs previous 13F +17 shares

    0.59% of the 13F portfolio, value $1,304,445.

    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 13,694 shares
    Change vs previous 13F +1,050 shares

    0.6% of the 13F portfolio, value $1,306,891.

    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 12,644 shares
    Change vs previous 13F +728 shares

    0.72% of the 13F portfolio, value $1,157,215.

    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 11,916 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,101,646.

    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).