Moneywise, Inc.ETFConcentrated trader

CIK: 0001703080 | FOREST, VA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	63	$105.3M	2026-10-30	SEC ↗
Q2 2026	13F-HR	86	$268.1M	2026-07-21	SEC ↗
Q1 2026	13F-HR	82	$229.0M	2026-04-27	SEC ↗
Q4 2025	13F-HR	82	$240.4M	2026-02-05	SEC ↗
Q3 2025	13F-HR	72	$221.1M	2025-10-24	SEC ↗
Q2 2025	13F-HR	74	$213.3M	2025-07-16	SEC ↗
Q1 2025	13F-HR	56	$188.9M	2025-04-23	SEC ↗
Q4 2024	13F-HR	51	$199.5M	2025-01-27	SEC ↗
Q3 2024	13F-HR	60	$203.3M	2024-10-21	SEC ↗
Q2 2024	13F-HR	57	$188.9M	2024-07-18	SEC ↗
Q1 2024	13F-HR	59	$184.0M	2024-04-22	SEC ↗
Q4 2023	13F-HR	52	$174.1M	2024-01-29	SEC ↗
Q3 2023	13F-HR	50	$159.4M	2023-10-23	SEC ↗
Q2 2023	13F-HR	49	$161.3M	2023-07-24	SEC ↗
Q1 2023	13F-HR	49	$154.6M	2023-04-21	SEC ↗
Q4 2022	13F-HR	48	$133.7M	2023-01-30	SEC ↗
Q3 2022	13F-HR	48	$122.5K	2022-11-03	SEC ↗
Q2 2022	13F-HR	49	$128.3K	2022-08-02	SEC ↗
Q1 2022	13F-HR	51	$151.8K	2022-04-20	SEC ↗
Q4 2021	13F-HR	53	$155.6K	2022-01-12	SEC ↗
Q3 2021	13F-HR	48	$153.3K	2021-10-12	SEC ↗
Q2 2021	13F-HR	51	$146.5K	2021-07-22	SEC ↗
Q1 2021	13F-HR	50	$373.0K	2021-04-14	SEC ↗
Q4 2020	13F-HR	47	$139.8K	2021-01-15	SEC ↗
Q3 2020	13F-HR	42	$126.0K	2020-10-13	SEC ↗
Q2 2020	13F-HR	42	$124.8K	2020-07-10	SEC ↗
Q1 2020	13F-HR	40	$113.6K	2020-04-13	SEC ↗
Q4 2019	13F-HR	40	$132.9K	2020-01-07	SEC ↗
Q3 2019	13F-HR	39	$123.9K	2019-10-23	SEC ↗
Q2 2019	13F-HR	42	$131.0K	2019-07-17	SEC ↗
Q1 2019	13F-HR	38	$116.8K	2019-04-30	SEC ↗
Q4 2018	13F-HR	36	$105.4K	2019-01-29	SEC ↗
Q3 2018	13F-HR	39	$118.2K	2018-10-15	SEC ↗
Q2 2018	13F-HR	39	$116.9K	2018-07-19	SEC ↗
Q1 2018	13F-HR	39	$120.5K	2018-04-17	SEC ↗
Q4 2017	13F-HR	39	$133.7K	2018-01-08	SEC ↗
Q3 2017	13F-HR	39	$126.5K	2017-10-10	SEC ↗
Q2 2017	13F-HR	39	$117.4K	2017-07-31	SEC ↗
Q1 2017	13F-HR	34	$110.4K	2017-04-07	SEC ↗
Q4 2016	13F-HR	32	$100.8K	2017-04-07	SEC ↗
Q3 2016	13F-HR	34	$94.6K	2017-04-07	SEC ↗