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Disclosery

LEGACY SOLUTIONS, LLC: MOAT position timeline

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

LEGACY SOLUTIONS, LLC held 13,548 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,548 shares
    Change vs previous 13F -492 shares

    1.09% of the 13F portfolio, value $1,432,128.

    13F-HR 0002053314-26-000005 filed by LEGACY SOLUTIONS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,040 shares
    Change vs previous 13F -32,916 shares

    1.18% of the 13F portfolio, value $1,459,568.

    13F-HR 0002053314-26-000003 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 46,956 shares
    Change vs previous 13F -11,166 shares

    4.21% of the 13F portfolio, value $4,540,683.

    13F-HR 0002053314-26-000002 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 58,122 shares
    Change vs previous 13F -3,278 shares

    5.29% of the 13F portfolio, value $6,019,132.

    13F-HR 0002053314-26-000001 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,400 shares
    Change vs previous 13F -716 shares

    5.47% of the 13F portfolio, value $6,085,401.

    13F-HR 0002053314-25-000006 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,116 shares
    Change vs previous 13F -757 shares

    5.58% of the 13F portfolio, value $5,825,835.

    13F-HR 0002053314-25-000005 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,873 shares
    Change vs previous 13F -2,889 shares

    6.09% of the 13F portfolio, value $5,532,804.

    13F-HR 0002053314-25-000002 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 65,762 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $6,097,785.

    13F-HR 0002053314-25-000001 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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