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Lionsbridge Wealth Management LLC: MOAT position timeline

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

Lionsbridge Wealth Management LLC held 27,493 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,493 shares
    Change vs previous 13F -1,507 shares

    2.8% of the 13F portfolio, value $2,858,172.

    13F-HR 0001800533-26-000005 filed by Lionsbridge Wealth Management 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 29,000 shares
    Change vs previous 13F -410 shares

    2.82% of the 13F portfolio, value $2,804,300.

    13F-HR 0001800533-26-000003 filed by Lionsbridge Wealth Management 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 29,410 shares
    Change vs previous 13F +921 shares

    3.08% of the 13F portfolio, value $3,045,700.

    13F-HR 0001172661-26-000311 filed by Lionsbridge Wealth Management 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 28,489 shares
    Change vs previous 13F +303 shares

    2.78% of the 13F portfolio, value $2,823,545.

    13F-HR 0001172661-25-004334 filed by Lionsbridge Wealth Management 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 28,186 shares
    Change vs previous 13F -438 shares

    2.63% of the 13F portfolio, value $2,643,565.

    13F-HR 0001172661-25-002799 filed by Lionsbridge Wealth Management 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 28,624 shares
    Change vs previous 13F -6,470 shares

    2.24% of the 13F portfolio, value $2,518,912.

    13F-HR 0001172661-25-001817 filed by Lionsbridge Wealth Management 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 35,094 shares
    Change vs previous 13F -16,379 shares

    2.73% of the 13F portfolio, value $3,254,092.

    13F-HR 0001172661-25-000219 filed by Lionsbridge Wealth Management 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 51,473 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $4,990,307.

    13F-HR 0001172661-24-004444 filed by Lionsbridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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