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Activest Wealth Management: MOAT position timeline

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

Activest Wealth Management held 89,652 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,652 shares
    Change vs previous 13F -109,460 shares

    1.8% of the 13F portfolio, value $9,319,994.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 199,112 shares
    Change vs previous 13F -36,531 shares

    3.38% of the 13F portfolio, value $19,254,104.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 235,643 shares
    Change vs previous 13F +6,184 shares

    4.56% of the 13F portfolio, value $24,403,152.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 229,459 shares
    Change vs previous 13F -663 shares

    4.61% of the 13F portfolio, value $22,741,908.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 230,122 shares
    Change vs previous 13F -3,103 shares

    5.2% of the 13F portfolio, value $21,583,155.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 233,225 shares
    Change vs previous 13F -15,827 shares

    5.5% of the 13F portfolio, value $20,523,591.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 249,052 shares
    Change vs previous 13F +12,918 shares

    6.46% of the 13F portfolio, value $23,093,398.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 236,134 shares
    Change vs previous 13F not available

    7.07% of the 13F portfolio, value $22,893,143.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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