Moser Wealth Advisors, LLC

SEC CIK: 0001803081
Latest filing: Jul 31, 2025

SEC filings (opens in a new tab)

SMAR holding history

Smartsheet Inc 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.

SMAR overview All 13F holders of SMAR Full Q2 2025 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SMAR by Moser Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−3,565−100.0%	Sold out	Holders
Q2 2024	3,565	$157.1K	0.1%	−1,922−35.0%	Reduced	Holders
Q1 2024	5,487	$211.3K	0.1%	−1,556−22.1%	Reduced	Holders
Q4 2023	7,043	$336.8K	0.2%	+7,043	New	Holders