IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Moulton Wealth Management, IncETFConcentrated trader

CIK: 0001792510 | SPOKANE, WA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR63$147.6M2026-10-13SEC ↗
Q2 2026
13F-HR66$152.1M2026-07-07SEC ↗
Q1 2026
13F-HR52$146.9M2026-04-08SEC ↗
Q4 2025
13F-HR40$105.5M2026-01-13SEC ↗
Q3 2025
13F-HR45$137.5M2025-10-08SEC ↗
Q2 2025
13F-HR37$132.3M2025-07-08SEC ↗
Q1 2025
13F-HR34$131.2M2025-04-14SEC ↗
Q4 2024
13F-HR43$130.2M2025-01-16SEC ↗
Q3 2024
13F-HR39$119.9M2024-10-17SEC ↗
Q2 2024
13F-HR30$110.3M2024-07-16SEC ↗
Q1 2024
13F-HR24$95.4M2024-04-11SEC ↗
Q4 2023
13F-HR20$77.9M2024-01-10SEC ↗
Q3 2023
13F-HR18$67.9M2023-10-11SEC ↗
Q2 2023
13F-HR17$56.5M2023-07-13SEC ↗
Q1 2023
13F-HR15$45.4M2023-04-13SEC ↗
Q4 2022
13F-HR13$29.2M2023-01-11SEC ↗
Q3 2022
13F-HR11$515.4K2022-10-14SEC ↗
Q2 2022
13F-HR17$96.1K2022-07-08SEC ↗
Q1 2022
13F-HR17$885.3K2022-04-19SEC ↗
Q4 2021
13F-HR29$964.9K2022-01-12SEC ↗
Q3 2021
13F-HR28$746.3K2021-10-12SEC ↗
Q2 2021
13F-HR35$1.1M2021-07-20SEC ↗
Q1 2021
13F-HR35$132.4K2021-04-08SEC ↗
Q4 2020
13F-HR21$124.2K2021-01-12SEC ↗
Q3 2020
13F-HR15$91.3K2020-10-14SEC ↗
Q2 2020
13F-HR14$481.8K2020-07-08SEC ↗
Q1 2020
13F-HR12$61.1K2020-04-13SEC ↗
Q4 2019
13F-HR27$519.6K2020-01-08SEC ↗