MOSELEY INVESTMENT MANAGEMENT INC
All 13F Filings
- Location
- Bradenton, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 313,845
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 163 | 313,845 | 13F-HR | MOSELEY INVESTMENT MANAGEMENT INC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
148
(0.0% of total reported value)
· QoQ Δ:
+148
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 214.8 K | 68.5% | 0 | 27.69 K | -27.69 K |
| ETFs | 39.93 K | 12.7% | 15.79 K | 0 | 15.79 K |
| Debt | 59.02 K | 18.8% | 1.994 K | 0 | 1.994 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
313,845
Holdings
163
QoQ value change ($000)
-9,766
(-3.0%)
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.