MOSELEY INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Bradenton, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 323,611
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 165 | 323,611 | 13F-HR | MOSELEY INVESTMENT MANAGEMENT INC |
| Q3 2025 | 10/27/2025 | 176 | 328,624 | 13F-HR | MOSELEY INVESTMENT MANAGEMENT INC |
| Q2 2025 | 7/24/2025 | 163 | 290,225 | 13F-HR | MOSELEY INVESTMENT MANAGEMENT INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242.5 K | 74.9% | 0 | 5.728 K | -5.728 K |
| ETFs | 24.14 K | 7.5% | 2.974 K | 0 | 2.974 K |
| Debt | 57.02 K | 17.6% | 0 | 2.254 K | -2.254 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
323,611
Holdings
165
QoQ value change ($000)
-5,013
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.