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CIK 0001792510 • 6 13F filings • Apr 14, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("moulton-wealth-management-inc-0001792510-filer","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 5 quarters
| 13F-HR |
| 0001754960-25-000644 |
| $137.5M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000394 | $152.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000323 | $132.3M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000211 | $146.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000178 | $131.2M | View |