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Old Wesbury Small& Mid Cap shares owned by Moody Lynn & Co/

Quarter-by-quarter ownership of Old Wesbury Small& Mid Cap (OWSMX) shares owned by Moody Lynn & Co/ from 13F filings

Historical chart of Moody Lynn & Co/ investment in Old Wesbury Small& Mid Cap

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All positions including Old Wesbury Small& Mid Cap held by Moody Lynn & Co/ consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Old Wesbury Small& Mid Cap by Moody Lynn & Co/

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 19k 18.40
2025-06-30 $387k 22k 17.65
2025-03-31 $819k 52k 15.80
2024-12-31 $976k 61k 16.00
2024-09-30 $1.0M 60k 17.07

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Top funds holding Old Wesbury Small& Mid Cap

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