Darwin Wealth Management, LLC: MOAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Darwin Wealth Management, LLC on MOAT, newest first. How the timeline and the estimate are built.
Darwin Wealth Management, LLC held 33,466 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 33,466 sharesChange vs previous 13F +1,888 shares
0.95% of the 13F portfolio, value $3,479,145.
13F-HR 0001663224-26-000003 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,578 sharesChange vs previous 13F -10,597 shares
0.95% of the 13F portfolio, value $3,053,651.
13F-HR 0001663224-26-000002 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,175 sharesChange vs previous 13F +3,676 shares
1.36% of the 13F portfolio, value $4,367,742.
13F-HR 0001663224-26-000001 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,499 sharesChange vs previous 13F +3,056 shares
1.21% of the 13F portfolio, value $3,815,642.
13F-HR 0001663224-25-000009 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,443 sharesChange vs previous 13F +537 shares
1.15% of the 13F portfolio, value $3,324,240.
13F-HR 0001663224-25-000002 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,906 sharesChange vs previous 13F 0 shares
1.09% of the 13F portfolio, value $3,236,732.
13F-HR 0001663224-25-000005 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 34,906 sharesChange vs previous 13F -3,854 shares
1.09% of the 13F portfolio, value $3,236,732.
13F-HR/A 0001663224-25-000008 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 38,760 sharesChange vs previous 13F not available
1.03% of the 13F portfolio, value $3,757,746.
13F-HR 0001663224-24-000003 filed by Darwin Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).