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Accredited Wealth Management, LLC: MOAT position timeline

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

Accredited Wealth Management, LLC held 3,610 MOAT shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,610 shares
    Change vs previous 13F -79,184 shares

    6.41% of the 13F portfolio, value $8,546,415.

    13F-HR 0002056519-25-000008 filed by Accredited 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 ended2025-06-30
    13F 82,794 shares
    Change vs previous 13F -2,954 shares

    6.29% of the 13F portfolio, value $7,765,212.

    13F-HR 0002056519-25-000007 filed by Accredited 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 ended2025-03-31
    13F 85,748 shares
    Change vs previous 13F +1,672 shares

    6.37% of the 13F portfolio, value $7,545,789.

    13F-HR 0002056519-25-000003 filed by Accredited 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 ended2024-12-31
    13F 84,076 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $7,795,945.

    13F-HR 0002056315-25-000003 filed by Accredited Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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