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JOURNEY STRATEGIC WEALTH LLC: MOAT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 10,845 MOAT shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,845 shares
    Change vs previous 13F -1,513 shares

    0.03% of the 13F portfolio, value $1,048,712.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,358 shares
    Change vs previous 13F -154,716 shares

    0.03% of the 13F portfolio, value $1,279,794.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 167,074 shares
    Change vs previous 13F +4,963 shares

    0.47% of the 13F portfolio, value $16,558,685.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 162,111 shares
    Change vs previous 13F +1,753 shares

    0.49% of the 13F portfolio, value $15,204,373.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 160,358 shares
    Change vs previous 13F -4,541 shares

    0.49% of the 13F portfolio, value $14,111,487.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 164,899 shares
    Change vs previous 13F +21,303 shares

    0.57% of the 13F portfolio, value $15,290,295.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 143,596 shares
    Change vs previous 13F +22,332 shares

    0.51% of the 13F portfolio, value $13,921,632.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 121,264 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $10,502,675.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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