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Moss Adams Wealth Advisors LLC: BUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moss Adams Wealth Advisors LLC on BUG, newest first. How the timeline and the estimate are built.

Moss Adams Wealth Advisors LLC held 1,724,031 BUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,724,031 shares
    Change vs previous 13F +277,551 shares

    4.11% of the 13F portfolio, value $65,840,731.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors LLC
    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 1,446,480 shares
    Change vs previous 13F -140,051 shares

    2.66% of the 13F portfolio, value $36,321,104.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors LLC
    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 1,586,531 shares
    Change vs previous 13F +62,177 shares

    3.5% of the 13F portfolio, value $48,341,292.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,524,354 shares
    Change vs previous 13F +103,129 shares

    4.18% of the 13F portfolio, value $53,642,016.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,421,225 shares
    Change vs previous 13F +21,952 shares

    4.79% of the 13F portfolio, value $52,727,446.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,399,273 shares
    Change vs previous 13F +41,580 shares

    4.77% of the 13F portfolio, value $45,252,488.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,357,693 shares
    Change vs previous 13F +7,592 shares

    4.61% of the 13F portfolio, value $43,600,641.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,350,101 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $41,785,626.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).