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Disclosery

Able Wealth Management LLC: MOAT position timeline

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

Able Wealth Management LLC held 4,947 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,947 shares
    Change vs previous 13F -7,055 shares

    0.12% of the 13F portfolio, value $514,308.

    13F-HR 0002085853-26-000903 filed by Able 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 ended2026-03-31
    13F 12,002 shares
    Change vs previous 13F -9,587 shares

    0.31% of the 13F portfolio, value $1,160,639.

    13F-HR 0002085853-26-000500 filed by Able 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 ended2025-12-31
    13F 21,589 shares
    Change vs previous 13F +795 shares

    0.71% of the 13F portfolio, value $2,235,797.

    13F-HR 0002085853-26-000105 filed by Able 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 ended2025-09-30
    13F 20,794 shares
    Change vs previous 13F +6,232 shares

    0.77% of the 13F portfolio, value $2,060,931.

    13F-HR 0002085853-25-000084 filed by Able 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 ended2025-06-30
    13F 14,562 shares
    Change vs previous 13F -15,809 shares

    0.69% of the 13F portfolio, value $1,365,774.

    13F-HR 0001667731-25-001052 filed by Able 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 ended2025-03-31
    13F 30,371 shares
    Change vs previous 13F +8,249 shares

    1.58% of the 13F portfolio, value $2,672,671.

    13F-HR 0001667731-25-000545 filed by Able 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 ended2024-12-31
    13F 22,122 shares
    Change vs previous 13F +7,931 shares

    1.35% of the 13F portfolio, value $2,051,269.

    13F-HR 0001667731-25-000199 filed by Able 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 ended2024-09-30
    13F 14,191 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,375,849.

    13F-HR 0002011908-24-000004 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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