MSOS β€” ADVISORSHARES TR

Ownership history in ONE PLUS ONE WEALTH MANAGEMENT, LLC  Β·  11 quarters on record

AI Ownership Summary

ONE PLUS ONE WEALTH MANAGEMENT, LLC reported ADVISORSHARES TR (MSOS) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows MSOS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ONE PLUS ONE WEALTH MANAGEMENT, LLC's position in ADVISORSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MSOS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ONE PLUS ONE WEALTH MANAGEMENT, LLC held MSOS β€” position size vs. price
% of Fund (quarterly)    MSOS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,745 β€” 0% 0.03% $51K 2025-10-16 $5.01
2025 Q2 ADDED 10,745 +268 +2.6% 0.01% $26K 2025-07-16 $2.52
2025 Q1 REDUCED 10,477 -1,397 -11.8% 0.01% $27K 2025-04-14 $2.20
2024 Q4 ADDED 11,874 +374 +3.3% 0.03% $45K 2025-01-29 $3.35
2023 Q4 UNCHANGED 11,500 β€” 0% 0.00% $173 2024-01-22 $8.65
2023 Q3 UNCHANGED 11,500 β€” 0% 0.00% $136 2023-10-12 $6.94
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ONE PLUS ONE WEALTH MANAGEMENT, LLC and MSOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has ONE PLUS ONE WEALTH MANAGEMENT, LLC reported owning MSOS?

ONE PLUS ONE WEALTH MANAGEMENT, LLC reported MSOS across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MSOS position in ONE PLUS ONE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MSOS was 0.03% in 2024 Q4.

What is the latest reported MSOS position on this page?

The most recent filing on this page is 2025 Q3, when ONE PLUS ONE WEALTH MANAGEMENT, LLC reported 10,745 shares, equal to 0.03% of portfolio, with an estimated market value of $51K.

What does the chart on this MSOS ownership page compare?

The chart compares ONE PLUS ONE WEALTH MANAGEMENT, LLC's quarterly MSOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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