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DRIVE WEALTH MANAGEMENT, LLC: MOAT position timeline

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

DRIVE WEALTH MANAGEMENT, LLC held 2,458 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 2,458 shares
    Change vs previous 13F -223 shares

    0.05% of the 13F portfolio, value $255,499.

    13F-HR 0001754960-26-000602 filed by DRIVE WEALTH MANAGEMENT, 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 2,681 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $259,293.

    13F-HR 0001754960-26-000239 filed by DRIVE WEALTH MANAGEMENT, 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 2,739 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $283,696.

    13F-HR 0001754960-26-000152 filed by DRIVE WEALTH MANAGEMENT, 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 3,039 shares
    Change vs previous 13F -183 shares

    0.06% of the 13F portfolio, value $301,201.

    13F-HR 0001754960-25-000737 filed by DRIVE WEALTH MANAGEMENT, 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 3,222 shares
    Change vs previous 13F -78 shares

    0.07% of the 13F portfolio, value $302,199.

    13F-HR 0001754960-25-000500 filed by DRIVE WEALTH MANAGEMENT, 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 3,300 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $290,388.

    13F-HR 0001754960-25-000281 filed by DRIVE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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