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Collaborative Wealth Managment Inc.: MOAT position timeline

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

Collaborative Wealth Managment Inc. held 3,512 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,512 shares
    Change vs previous 13F -1,258 shares

    0.15% of the 13F portfolio, value $365,110.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    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 4,770 shares
    Change vs previous 13F -26,071 shares

    0.21% of the 13F portfolio, value $461,261.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    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 30,841 shares
    Change vs previous 13F -1,934 shares

    1.13% of the 13F portfolio, value $3,193,880.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,775 shares
    Change vs previous 13F -1,999 shares

    1.31% of the 13F portfolio, value $3,248,305.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,774 shares
    Change vs previous 13F +317 shares

    1.42% of the 13F portfolio, value $3,261,429.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,457 shares
    Change vs previous 13F -2,258 shares

    1.42% of the 13F portfolio, value $3,032,240.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    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 36,715 shares
    Change vs previous 13F +506 shares

    1.54% of the 13F portfolio, value $3,404,424.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,209 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,510,497.

    13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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