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Moss Adams Wealth Advisors LLC: PROP position timeline

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

Moss Adams Wealth Advisors LLC held 25,000 PROP 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 25,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,038.

    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 25,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $50,750.

    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 25,000 shares
    Change vs previous 13F +5,000 shares

    <0.01% of the 13F portfolio, value $42,250.

    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 20,000 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $39,700.

    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 17,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,915.

    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).