Position in U
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,143
New position
Shares Held
40
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 558 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Mosley Wealth Management holds $998,676 across 18 Software - Application names. U ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
1,807 | $283,084 | |
| 2 | INTU |
Intuit Inc.
|
1,026 | $267,786 | |
| 3 | CRNC |
Cerence Inc.
|
11,608 | $131,402 | |
| 4 | DDOG |
Datadog, Inc.
|
225 | $58,581 | |
| 5 | MSTR |
Strategy Inc
|
513 | $44,595 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
115 | $43,161 | |
| 7 | ADP |
Automatic Data Processing Inc
|
179 | $40,087 | |
| 8 | SHOP |
Shopify Inc.
|
299 | $34,139 |
All Filings in U
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143 | 40 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||