Current Market Value 452,888,361
Current Holdings 69
Most Recent File Date 2025-07-10
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Moller Financial Services . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-10 2025-06-30 13F-HR 69 452,888
2025-04-09 2025-03-31 13F-HR 66 404,431
2025-01-07 2024-12-31 13F-HR 64 380,180
2024-10-09 2024-09-30 13F-HR 65 400,185
2024-07-01 2024-06-30 13F-HR 65 374,839
2024-04-11 2024-03-31 13F-HR 51 369,143
2024-01-10 2023-12-31 13F-HR 50 354,788
2023-10-16 2023-09-30 13F-HR 47 314,706
2023-07-17 2023-06-30 13F-HR 49 327,353
2023-04-17 2023-03-31 13F-HR 49 324,219
2023-01-18 2022-12-31 13F-HR 48 311,272
2022-10-20 2022-09-30 13F-HR 47 277,609
2022-07-21 2022-06-30 13F-HR 49 294,932
2022-04-14 2022-03-31 13F-HR 53 321,591
2022-01-20 2021-12-31 13F-HR 49 313,396
2021-10-20 2021-09-30 13F-HR 47 302,537
2021-07-22 2021-06-30 13F-HR 48 304,451
2021-04-19 2021-03-31 13F-HR 47 286,817
2021-01-11 2020-12-31 13F-HR 52 241,869
2020-10-19 2020-09-30 13F-HR 42 223,170
2020-07-20 2020-06-30 13F-HR 47 228,721
2020-04-20 2020-03-31 13F-HR 45 193,246
2020-01-13 2019-12-31 13F-HR 48 225,886
2019-10-18 2019-09-30 13F-HR 47 206,739
2019-07-19 2019-06-30 13F-HR 50 195,100
2019-04-16 2019-03-31 13F-HR 54 223,045
2019-01-16 2018-12-31 13F-HR 60 153,191
2018-10-17 2018-09-30 13F-HR 41 228,362
2018-08-02 2018-06-30 13F-HR 40 257,480
2018-04-25 2018-03-31 13F-HR 41 230,672
2018-01-19 2017-12-31 13F-HR 47 262,750
2017-10-26 2017-09-30 13F-HR 43 261,321
2017-10-26 2017-09-30 13F-HR/A 1 R 43 261,321
2017-08-02 2017-06-30 13F-HR 47 237,524
2017-05-05 2017-03-31 13F-HR 45 228,593
2017-01-26 2016-12-31 13F-HR 42 202,592
2016-10-26 2016-09-30 13F-HR 44 217,431
2016-08-01 2016-06-30 13F-HR 41 204,236
2016-05-10 2016-03-31 13F-HR 37 170,351
2016-02-09 2015-12-31 13F-HR 40 181,424
2015-11-12 2015-09-30 13F-HR 35 107,935
2015-07-31 2015-06-30 13F-HR 40 220,244
2015-05-08 2015-03-31 13F-HR 44 216,587
2015-02-04 2014-12-31 13F-HR 0 0
2014-11-12 2014-09-30 13F-HR 48 212,152
2014-08-11 2014-06-30 13F-HR 48 220,057
2014-05-12 2014-03-31 13F-HR 50 195,994
2014-02-06 2013-12-31 13F-HR 45 186,258
2013-11-13 2013-09-30 13F-HR 0 0
2013-07-31 2013-06-30 13F-HR 42 136,971