Atlas Wealth LLC: MOAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Wealth LLC on MOAT, newest first. How the timeline and the estimate are built.
Atlas Wealth LLC held 40,526 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 40,526 sharesChange vs previous 13F -878 shares
0.6% of the 13F portfolio, value $4,213,083.
13F-HR 0001964106-26-000004 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 41,404 sharesChange vs previous 13F +2,811 shares
1.2% of the 13F portfolio, value $4,003,767.
13F-HR/A 0001964106-26-000003 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,593 sharesChange vs previous 13F +7,462 shares
1.21% of the 13F portfolio, value $3,996,691.
13F-HR 0001964106-26-000001 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,131 sharesChange vs previous 13F -355 shares
1% of the 13F portfolio, value $3,085,393.
13F-HR 0001964106-25-000002 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,486 sharesChange vs previous 13F -5,593 shares
1.1% of the 13F portfolio, value $3,005,968.
13F-HR 0001765380-25-000288 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,079 sharesChange vs previous 13F +4,881 shares
1.27% of the 13F portfolio, value $3,262,952.
13F-HR 0001765380-25-000199 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,198 sharesChange vs previous 13F +23,418 shares
1.13% of the 13F portfolio, value $2,985,560.
13F-HR 0001765380-25-000079 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,780 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $851,221.
13F-HR 0001765380-24-000457 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).