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Ducere Wealth Management LLC: MOAT position timeline

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

Ducere Wealth Management LLC held 4,247 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,247 shares
    Change vs previous 13F -44,373 shares

    0.13% of the 13F portfolio, value $441,491.

    13F-HR 0001951757-26-001072 filed by Ducere 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 48,620 shares
    Change vs previous 13F -3,028 shares

    1.87% of the 13F portfolio, value $4,701,506.

    13F-HR 0002083656-26-000004 filed by Ducere 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/A 51,648 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,348,703.

    13F-HR/A 0002083656-26-000006 filed by Ducere Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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