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Disclosery

BXM Wealth LLC: MOAT position timeline

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

BXM Wealth LLC held 33,055 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,055 shares
    Change vs previous 13F +3,140 shares

    1.87% of the 13F portfolio, value $3,436,398.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 29,915 shares
    Change vs previous 13F -69,163 shares

    2.23% of the 13F portfolio, value $2,892,781.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 99,078 shares
    Change vs previous 13F +72,904 shares

    2.33% of the 13F portfolio, value $3,022,038.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 26,174 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $2,594,105.

    13F-HR 0002085853-25-000177 filed by BXM Wealth 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 26,174 shares
    Change vs previous 13F -5,015 shares

    2.92% of the 13F portfolio, value $2,454,859.

    13F-HR 0001667731-25-001000 filed by BXM Wealth 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 31,189 shares
    Change vs previous 13F +26,505 shares

    3.3% of the 13F portfolio, value $2,742,789.

    13F-HR 0001667731-25-000555 filed by BXM Wealth 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 4,684 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $434,324.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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