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Disclosery

BCS Wealth Management: MOAT position timeline

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

BCS Wealth Management held 9,605 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 9,605 shares
    Change vs previous 13F -585 shares

    0.18% of the 13F portfolio, value $998,533.

    13F-HR 0001798172-26-000003 filed by BCS 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 10,190 shares
    Change vs previous 13F -16,347 shares

    0.2% of the 13F portfolio, value $985,376.

    13F-HR 0001798172-26-000002 filed by BCS 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 26,537 shares
    Change vs previous 13F +11,060 shares

    0.28% of the 13F portfolio, value $2,748,173.

    13F-HR 0001798172-26-000001 filed by BCS 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 15,477 shares
    Change vs previous 13F -1,061 shares

    0.35% of the 13F portfolio, value $1,533,925.

    13F-HR 0001798172-25-000007 filed by BCS 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 16,538 shares
    Change vs previous 13F -3,007 shares

    0.33% of the 13F portfolio, value $1,551,000.

    13F-HR 0001798172-25-000004 filed by BCS 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 19,545 shares
    Change vs previous 13F -1,550 shares

    0.44% of the 13F portfolio, value $1,720,000.

    13F-HR 0001798172-25-000003 filed by BCS 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 21,095 shares
    Change vs previous 13F -6,424 shares

    0.49% of the 13F portfolio, value $1,956,000.

    13F-HR 0001798172-25-000001 filed by BCS 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 27,519 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,668,000.

    13F-HR 0001798172-24-000007 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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