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Aspen Wealth Strategies, LLC: MOAT position timeline

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

Aspen Wealth Strategies, LLC held 93,536 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,536 shares
    Change vs previous 13F -4,682 shares

    4.7% of the 13F portfolio, value $9,723,988.

    13F-HR 0001951757-26-001137 filed by Aspen Wealth Strategies, 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 98,218 shares
    Change vs previous 13F -1,353 shares

    5.1% of the 13F portfolio, value $9,497,675.

    13F-HR 0001951757-26-000805 filed by Aspen Wealth Strategies, 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 99,571 shares
    Change vs previous 13F -63,560 shares

    5.64% of the 13F portfolio, value $10,311,558.

    13F-HR 0001951757-26-000325 filed by Aspen Wealth Strategies, 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 163,131 shares
    Change vs previous 13F -23,188 shares

    9.05% of the 13F portfolio, value $16,167,919.

    13F-HR 0001951757-25-001370 filed by Aspen Wealth Strategies, 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 186,319 shares
    Change vs previous 13F -3,917 shares

    10.54% of the 13F portfolio, value $17,474,905.

    13F-HR 0001951757-25-001043 filed by Aspen Wealth Strategies, 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 190,236 shares
    Change vs previous 13F -28,161 shares

    10.97% of the 13F portfolio, value $16,740,785.

    13F-HR 0001951757-25-000485 filed by Aspen Wealth Strategies, 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 218,397 shares
    Change vs previous 13F -6,621 shares

    12.95% of the 13F portfolio, value $20,250,874.

    13F-HR 0001951757-25-000223 filed by Aspen Wealth Strategies, 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 225,018 shares
    Change vs previous 13F not available

    14.05% of the 13F portfolio, value $21,815,460.

    13F-HR 0001951757-24-001130 filed by Aspen Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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