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FWG Holdings, LLC: MOAT position timeline

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

FWG Holdings, LLC held 9,094 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,094 shares
    Change vs previous 13F -76,561 shares

    0.33% of the 13F portfolio, value $951,505.

    13F-HR 0001862067-26-000004 filed by FWG Holdings, 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 85,655 shares
    Change vs previous 13F -852 shares

    3.14% of the 13F portfolio, value $8,305,985.

    13F-HR 0001862067-26-000003 filed by FWG Holdings, 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 86,507 shares
    Change vs previous 13F +1,966 shares

    3.44% of the 13F portfolio, value $9,061,577.

    13F-HR/A 0001862067-26-000002 filed by FWG Holdings, 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 84,541 shares
    Change vs previous 13F +889 shares

    3.69% of the 13F portfolio, value $8,560,656.

    13F-HR 0001862067-25-000002 filed by FWG Holdings, 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 83,652 shares
    Change vs previous 13F +1,529 shares

    3.81% of the 13F portfolio, value $8,112,564.

    13F-HR 0001951757-25-001036 filed by FWG Holdings, 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 82,123 shares
    Change vs previous 13F +1,154 shares

    3.46% of the 13F portfolio, value $7,032,152.

    13F-HR 0001951757-25-000492 filed by FWG Holdings, 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 80,969 shares
    Change vs previous 13F +2,953 shares

    3.67% of the 13F portfolio, value $7,656,409.

    13F-HR 0001951757-25-000204 filed by FWG Holdings, 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 78,016 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,473,904.

    13F-HR 0001951757-24-001184 filed by FWG Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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