Skip to content
Disclosery

EnRich Financial Partners LLC: MOAT position timeline

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

EnRich Financial Partners LLC held 81,138 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,138 shares
    Change vs previous 13F -3,933 shares

    2% of the 13F portfolio, value $8,435,151.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 85,071 shares
    Change vs previous 13F -333 shares

    2.18% of the 13F portfolio, value $8,226,407.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 85,404 shares
    Change vs previous 13F -1,412 shares

    2.41% of the 13F portfolio, value $8,844,483.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 86,816 shares
    Change vs previous 13F +784 shares

    2.45% of the 13F portfolio, value $8,604,323.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 86,032 shares
    Change vs previous 13F -9,396 shares

    2.48% of the 13F portfolio, value $8,068,931.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 95,428 shares
    Change vs previous 13F -4,195 shares

    2.82% of the 13F portfolio, value $8,397,654.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners LLC
    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 99,623 shares
    Change vs previous 13F -2,937 shares

    3.08% of the 13F portfolio, value $9,237,532.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners LLC
    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 102,560 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $9,943,205.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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