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MOULTON WEALTH MANAGEMENT, INC: USDU position timeline

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

MOULTON WEALTH MANAGEMENT, INC held 36,065 USDU 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 36,065 shares
    Change vs previous 13F -208 shares

    0.66% of the 13F portfolio, value $978,093.

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

  2. period ended2026-06-30
    13F 36,273 shares
    Change vs previous 13F +16,852 shares

    0.64% of the 13F portfolio, value $971,583.

    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 §4.2).

  3. period ended2026-03-31
    13F 19,421 shares
    Change vs previous 13F +19,421 shares

    0.35% of the 13F portfolio, value $510,977.

    13F-HR 0001754960-26-000211 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 §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -50,720 shares

    13F-HR 0001754960-25-000323 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 §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 50,720 shares
    Change vs previous 13F +39,020 shares

    1.05% of the 13F portfolio, value $1,382,627.

    13F-HR 0001754960-25-000178 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 §4.2).

  6. period ended2024-12-31
    13F 11,700 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $323,622.

    13F-HR 0001754960-25-000037 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 §4.2).