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Onyx Bridge Wealth Group LLC: MOAT position timeline

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

Onyx Bridge Wealth Group LLC held 79,470 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,470 shares
    Change vs previous 13F -1,240 shares

    0.74% of the 13F portfolio, value $8,261,701.

    13F-HR 0001819476-26-000005 filed by Onyx Bridge Wealth Group 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 80,710 shares
    Change vs previous 13F -2,263 shares

    0.84% of the 13F portfolio, value $7,804,652.

    13F-HR 0001819476-26-000003 filed by Onyx Bridge Wealth Group 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 82,973 shares
    Change vs previous 13F -1,834 shares

    0.91% of the 13F portfolio, value $8,592,679.

    13F-HR 0001819476-26-000001 filed by Onyx Bridge Wealth Group 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 84,807 shares
    Change vs previous 13F -687 shares

    0.91% of the 13F portfolio, value $8,405,213.

    13F-HR 0001819476-25-000008 filed by Onyx Bridge Wealth Group 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 85,494 shares
    Change vs previous 13F -51,443 shares

    1.06% of the 13F portfolio, value $8,018,518.

    13F-HR 0001819476-25-000007 filed by Onyx Bridge Wealth Group 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 136,937 shares
    Change vs previous 13F -1,803 shares

    1.73% of the 13F portfolio, value $12,050,474.

    13F-HR 0001819476-25-000005 filed by Onyx Bridge Wealth Group 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 138,740 shares
    Change vs previous 13F +2,256 shares

    1.85% of the 13F portfolio, value $12,864,707.

    13F-HR 0001819476-25-000002 filed by Onyx Bridge Wealth Group 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 136,484 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $13,232,119.

    13F-HR 0001819476-24-000009 filed by Onyx Bridge Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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