Moss Adams Wealth Advisors LLC: HOOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moss Adams Wealth Advisors LLC on HOOD, newest first. How the timeline and the estimate are built.
Moss Adams Wealth Advisors LLC held 2,483 HOOD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 2,483 sharesChange vs previous 13F +2,483 shares
0.02% of the 13F portfolio, value $248,996.
13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,918 shares
13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,918 sharesChange vs previous 13F +48 shares
0.02% of the 13F portfolio, value $216,927.
13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,870 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $267,747.
13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).