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Disclosery

Balance Wealth Partners LLC: MOAT position timeline

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

Balance Wealth Partners LLC held 12,179 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,179 shares
    Change vs previous 13F -797 shares

    0.34% of the 13F portfolio, value $1,266,078.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 12,976 shares
    Change vs previous 13F +1,146 shares

    0.39% of the 13F portfolio, value $1,254,841.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 11,830 shares
    Change vs previous 13F +5,995 shares

    0.39% of the 13F portfolio, value $1,225,143.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 5,835 shares
    Change vs previous 13F -87 shares

    0.14% of the 13F portfolio, value $578,295.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 5,922 shares
    Change vs previous 13F +26 shares

    0.33% of the 13F portfolio, value $555,408.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 5,896 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $518,872.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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