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Boomfish Wealth Group, LLC: MOAT position timeline

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

Boomfish Wealth Group, LLC held 71,995 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,995 shares
    Change vs previous 13F -1,386 shares

    3.41% of the 13F portfolio, value $7,484,580.

    13F-HR 0001437749-26-025568 filed by Boomfish 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 73,381 shares
    Change vs previous 13F +1,190 shares

    3.79% of the 13F portfolio, value $7,095,924.

    13F-HR 0001437749-26-013018 filed by Boomfish 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 72,191 shares
    Change vs previous 13F -5,231 shares

    4% of the 13F portfolio, value $7,476,080.

    13F-HR 0001437749-26-001622 filed by Boomfish 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 77,422 shares
    Change vs previous 13F -3,286 shares

    4.14% of the 13F portfolio, value $7,673,343.

    13F-HR 0001437749-25-032225 filed by Boomfish 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 80,708 shares
    Change vs previous 13F -3,269 shares

    4.37% of the 13F portfolio, value $7,569,649.

    13F-HR 0001437749-25-023367 filed by Boomfish 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 83,977 shares
    Change vs previous 13F -4,132 shares

    4.8% of the 13F portfolio, value $7,390,019.

    13F-HR 0001437749-25-012338 filed by Boomfish 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 88,109 shares
    Change vs previous 13F +685 shares

    4.96% of the 13F portfolio, value $8,169,953.

    13F-HR 0001437749-25-001706 filed by Boomfish 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 87,424 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $8,475,799.

    13F-HR 0001437749-24-031154 filed by Boomfish Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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