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Disclosery

Planned Solutions, Inc.: MOAT position timeline

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

Planned Solutions, Inc. held 288,767 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,767 shares
    Change vs previous 13F -2,718 shares

    8.64% of the 13F portfolio, value $30,020,175.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    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 291,485 shares
    Change vs previous 13F -254 shares

    9.3% of the 13F portfolio, value $28,186,560.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    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 291,739 shares
    Change vs previous 13F -6,945 shares

    9.77% of the 13F portfolio, value $30,212,448.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    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 298,684 shares
    Change vs previous 13F -5,203 shares

    10.27% of the 13F portfolio, value $29,602,589.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    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 303,887 shares
    Change vs previous 13F +4,811 shares

    10.95% of the 13F portfolio, value $28,501,579.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    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 299,076 shares
    Change vs previous 13F +6,955 shares

    10.8% of the 13F portfolio, value $26,318,704.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, Inc.
    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 292,121 shares
    Change vs previous 13F -4,948 shares

    11.08% of the 13F portfolio, value $27,086,938.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    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 297,069 shares
    Change vs previous 13F not available

    11.72% of the 13F portfolio, value $28,800,870.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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