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Provident Wealth Management, LLC: MOAT position timeline

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

Provident Wealth Management, LLC held 18,723 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,723 shares
    Change vs previous 13F -883 shares

    0.5% of the 13F portfolio, value $1,946,443.

    13F-HR 0001398344-26-013424 filed by Provident 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 19,606 shares
    Change vs previous 13F -813 shares

    0.57% of the 13F portfolio, value $1,895,900.

    13F-HR 0001398344-26-006673 filed by Provident 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 20,419 shares
    Change vs previous 13F -2,614 shares

    0.63% of the 13F portfolio, value $2,114,592.

    13F-HR 0001398344-26-001490 filed by Provident 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 23,033 shares
    Change vs previous 13F -371 shares

    0.69% of the 13F portfolio, value $2,282,801.

    13F-HR 0001398344-25-019221 filed by Provident 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 23,404 shares
    Change vs previous 13F -1,884 shares

    0.72% of the 13F portfolio, value $2,195,061.

    13F-HR 0001398344-25-013303 filed by Provident 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 25,288 shares
    Change vs previous 13F -8,708 shares

    0.77% of the 13F portfolio, value $2,225,344.

    13F-HR 0001398344-25-007377 filed by Provident 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 33,996 shares
    Change vs previous 13F -12,136 shares

    1.05% of the 13F portfolio, value $3,152,279.

    13F-HR 0001398344-25-001941 filed by Provident 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 46,132 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,472,497.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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