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Laurel Wealth Planning LLC: MOAT position timeline

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

Laurel Wealth Planning LLC held 30,622 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,622 shares
    Change vs previous 13F -33,427 shares

    1.41% of the 13F portfolio, value $3,183,464.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 64,049 shares
    Change vs previous 13F -29 shares

    3.27% of the 13F portfolio, value $6,193,539.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 64,078 shares
    Change vs previous 13F +1,670 shares

    3.68% of the 13F portfolio, value $6,635,918.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 62,408 shares
    Change vs previous 13F -2,475 shares

    3.27% of the 13F portfolio, value $6,185,257.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 64,883 shares
    Change vs previous 13F -5,910 shares

    3.46% of the 13F portfolio, value $6,085,377.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 70,793 shares
    Change vs previous 13F -15,206 shares

    4.14% of the 13F portfolio, value $6,229,784.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 85,999 shares
    Change vs previous 13F -9,229 shares

    5.14% of the 13F portfolio, value $7,974,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 95,228 shares
    Change vs previous 13F not available

    6.03% of the 13F portfolio, value $9,232,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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