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Moss Adams Wealth Advisors LLC: RSP position timeline

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

Moss Adams Wealth Advisors LLC held 11,962 RSP 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 11,962 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,545,155.

    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 11,962 shares
    Change vs previous 13F -35,857 shares

    0.17% of the 13F portfolio, value $2,295,748.

    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 47,819 shares
    Change vs previous 13F -61 shares

    0.66% of the 13F portfolio, value $9,160,208.

    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 47,880 shares
    Change vs previous 13F -120 shares

    0.71% of the 13F portfolio, value $9,082,836.

    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 48,000 shares
    Change vs previous 13F -165 shares

    0.79% of the 13F portfolio, value $8,723,520.

    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 48,165 shares
    Change vs previous 13F -1,736 shares

    0.88% of the 13F portfolio, value $8,343,623.

    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 49,901 shares
    Change vs previous 13F -1,646 shares

    0.92% of the 13F portfolio, value $8,744,153.

    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 51,547 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $9,235,161.

    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).