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9258 Wealth Management, LLC: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on MOAT, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 24,573 MOAT shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 24,573 shares
    Change vs previous 13F -391 shares

    0.35% of the 13F portfolio, value $2,382,395.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 24,964 shares
    Change vs previous 13F +1,250 shares

    0.33% of the 13F portfolio, value $2,162,170.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 23,714 shares
    Change vs previous 13F +1,697 shares

    0.33% of the 13F portfolio, value $2,131,928.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 22,017 shares
    Change vs previous 13F +965 shares

    0.33% of the 13F portfolio, value $1,868,620.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 21,052 shares
    Change vs previous 13F +2,580 shares

    0.31% of the 13F portfolio, value $1,596,584.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 18,472 shares
    Change vs previous 13F +202 shares

    0.28% of the 13F portfolio, value $1,473,881.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 18,270 shares
    Change vs previous 13F -741 shares

    0.27% of the 13F portfolio, value $1,348,874.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 19,011 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,234,004.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).