Loading…
CIK 0002011849 • 4 13F filings • Feb 12, 2026 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("mosley-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| 13F-HR |
| 0002011849-26-000003 |
| $314.3M |
| View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0002011849-26-000002 | $220.9M | View |