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Altus Wealth Group LLC: MOAT position timeline

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

Altus Wealth Group LLC held 197,070 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,070 shares
    Change vs previous 13F +996 shares

    7.4% of the 13F portfolio, value $20,487,397.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 196,074 shares
    Change vs previous 13F +8,225 shares

    7.77% of the 13F portfolio, value $18,960,356.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 187,849 shares
    Change vs previous 13F +9,240 shares

    7.77% of the 13F portfolio, value $19,453,642.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 178,609 shares
    Change vs previous 13F +2,225 shares

    7.27% of the 13F portfolio, value $17,701,938.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 176,384 shares
    Change vs previous 13F -8,641 shares

    7.32% of the 13F portfolio, value $16,543,055.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 185,025 shares
    Change vs previous 13F +51,697 shares

    7.62% of the 13F portfolio, value $16,282,200.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 133,328 shares
    Change vs previous 13F -22,259 shares

    5.47% of the 13F portfolio, value $12,362,840.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 155,587 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $15,084,160.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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