S.E.E.D. Planning Group LLC: MOAT position timeline

S.E.E.D. Planning Group LLC held 23,670 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 23,670 shares

   Change vs previous 13F +13,552 shares

   0.61% of the 13F portfolio, value $2,502,133.

   13F-HR 0001765515-26-000006 filed by S.E.E.D. Planning Group LLC
   Accepted 2026-10-07 14:14:15 UTC, ingested 2026-10-07 14:15:29 UTC

2. period ended2026-06-30

   13F 10,118 shares

   Change vs previous 13F -5,192 shares

   0.28% of the 13F portfolio, value $1,051,846.

   13F-HR 0001765515-26-000005 filed by S.E.E.D. Planning Group LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 15,310 shares

   Change vs previous 13F -140,803 shares

   0.43% of the 13F portfolio, value $1,480,520.

   13F-HR 0001765515-26-000003 filed by S.E.E.D. Planning Group LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 156,113 shares

   Change vs previous 13F +2,571 shares

   4.61% of the 13F portfolio, value $16,167,013.

   13F-HR 0001765515-26-000001 filed by S.E.E.D. Planning Group LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 153,542 shares

   Change vs previous 13F +9,514 shares

   4.43% of the 13F portfolio, value $15,217,593.

   13F-HR 0001765515-25-000008 filed by S.E.E.D. Planning Group LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 144,028 shares

   Change vs previous 13F -2,999 shares

   4.23% of the 13F portfolio, value $13,508,417.

   13F-HR 0001765515-25-000007 filed by S.E.E.D. Planning Group LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 147,027 shares

   Change vs previous 13F -24,241 shares

   4.36% of the 13F portfolio, value $12,938,413.

   13F-HR 0001765515-25-000005 filed by S.E.E.D. Planning Group LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 171,268 shares

   Change vs previous 13F not available

   5.3% of the 13F portfolio, value $15,880,822.

   13F-HR 0001765515-25-000001 filed by S.E.E.D. Planning Group LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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