Skip to content
Disclosery

Obermeyer Wealth Partners: MOAT position timeline

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

Obermeyer Wealth Partners held 29,714 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,714 shares
    Change vs previous 13F -16,891 shares

    0.13% of the 13F portfolio, value $3,089,116.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 46,605 shares
    Change vs previous 13F -113,588 shares

    0.21% of the 13F portfolio, value $4,506,748.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 160,193 shares
    Change vs previous 13F -1,550 shares

    0.76% of the 13F portfolio, value $16,589,635.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 161,743 shares
    Change vs previous 13F -104,311 shares

    0.75% of the 13F portfolio, value $16,030,371.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 266,054 shares
    Change vs previous 13F -615,158 shares

    1.24% of the 13F portfolio, value $24,953,185.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 881,212 shares
    Change vs previous 13F +29,800 shares

    4.14% of the 13F portfolio, value $77,546,698.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 851,412 shares
    Change vs previous 13F +30,535 shares

    4.11% of the 13F portfolio, value $78,947,227.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 820,877 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $79,584,015.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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