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Caliber Wealth Management, LLC / KS: MOAT position timeline

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

Caliber Wealth Management, LLC / KS held 6,000 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 6,000 shares
    Change vs previous 13F -1,584 shares

    0.06% of the 13F portfolio, value $623,739.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 7,584 shares
    Change vs previous 13F -1,072 shares

    0.08% of the 13F portfolio, value $733,378.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 8,656 shares
    Change vs previous 13F -1,994 shares

    0.1% of the 13F portfolio, value $896,421.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 10,650 shares
    Change vs previous 13F -5,966 shares

    0.12% of the 13F portfolio, value $1,055,522.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 16,616 shares
    Change vs previous 13F -2,740 shares

    0.17% of the 13F portfolio, value $1,558,415.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 19,356 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,703,344.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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