Skip to content
Disclosery

Mosley Wealth Management: XLSR position timeline

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

Mosley Wealth Management held 14,088 XLSR 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 14,088 shares
    Change vs previous 13F -185,813 shares

    0.29% of the 13F portfolio, value $913,750.

    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 199,901 shares
    Change vs previous 13F +681 shares

    5.4% of the 13F portfolio, value $11,916,119.

    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 199,220 shares
    Change vs previous 13F +16,546 shares

    5.51% of the 13F portfolio, value $12,028,931.

    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 182,674 shares
    Change vs previous 13F +21,311 shares

    6.22% of the 13F portfolio, value $10,043,412.

    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 161,363 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $8,492,512.

    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).