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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

ARES holding history

Ares Management Corp in every 13F filed by Moser Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overviewAll 13F holders of ARESFull Q2 2025 holdings

Shares (Q2 2025)
1,320
Value
$228.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of ARES by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,320$228.6K0.1%00.0%UnchangedHolders
Q1 20251,320$193.5K0.1%+1,195+956.0%AddedHolders
Q4 2024125$22.1K<0.1%+125NewHolders