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Disclosery

MOULTON WEALTH MANAGEMENT, INC: IBTJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOULTON WEALTH MANAGEMENT, INC on IBTJ, newest first. How the timeline and the estimate are built.

MOULTON WEALTH MANAGEMENT, INC held 40,263 IBTJ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,263 shares
    Change vs previous 13F -2,145 shares

    0.58% of the 13F portfolio, value $853,987.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,408 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $914,733.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).