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Boyce & Associates Wealth Consulting, Inc.: MOAT position timeline

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

Boyce & Associates Wealth Consulting, Inc. held 69,777 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,777 shares
    Change vs previous 13F -35,292 shares

    4.48% of the 13F portfolio, value $7,376,135.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,069 shares
    Change vs previous 13F +2,473 shares

    7.57% of the 13F portfolio, value $10,921,501.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 102,596 shares
    Change vs previous 13F -794 shares

    7.51% of the 13F portfolio, value $9,921,003.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 103,390 shares
    Change vs previous 13F -134 shares

    8.97% of the 13F portfolio, value $10,707,140.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 103,524 shares
    Change vs previous 13F -15,484 shares

    8.4% of the 13F portfolio, value $10,259,337.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 119,008 shares
    Change vs previous 13F -13,188 shares

    10.19% of the 13F portfolio, value $11,161,727.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 132,196 shares
    Change vs previous 13F -777 shares

    11.63% of the 13F portfolio, value $11,626,617.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 132,973 shares
    Change vs previous 13F not available

    12.47% of the 13F portfolio, value $12,329,890.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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