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GPS Wealth Strategies Group, LLC: MOAT position timeline

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

GPS Wealth Strategies Group, LLC held 5,703 MOAT shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,703 shares
    Change vs previous 13F -22,617 shares

    0.5% of the 13F portfolio, value $590,618.

    13F-HR 0001731837-26-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 28,320 shares
    Change vs previous 13F -1,607 shares

    0.3% of the 13F portfolio, value $2,806,832.

    13F-HR 0001731837-25-000008 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 29,927 shares
    Change vs previous 13F -4,025 shares

    0.32% of the 13F portfolio, value $2,806,816.

    13F-HR 0001731837-25-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 33,952 shares
    Change vs previous 13F -9,764 shares

    0.4% of the 13F portfolio, value $2,987,739.

    13F-HR 0001731837-25-000003 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 43,716 shares
    Change vs previous 13F -4,665 shares

    0.52% of the 13F portfolio, value $4,053,533.

    13F-HR 0001731837-25-000001 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 48,381 shares
    Change vs previous 13F -5,078 shares

    0.62% of the 13F portfolio, value $4,690,545.

    13F-HR 0001731837-24-000006 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 53,459 shares
    Change vs previous 13F +22,213 shares

    0.7% of the 13F portfolio, value $4,630,086.

    13F-HR 0001731837-24-000004 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 31,246 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,809,017.

    13F-HR 0001731837-24-000003 filed by GPS Wealth Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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