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Disclosery

Schorn Wealth LLC: MOAT position timeline

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

Schorn Wealth LLC held 15,616 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,616 shares
    Change vs previous 13F -597 shares

    0.42% of the 13F portfolio, value $1,623,435.

    13F-HR 0001792851-26-000004 filed by Schorn Wealth 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 16,213 shares
    Change vs previous 13F -467 shares

    0.47% of the 13F portfolio, value $1,567,817.

    13F-HR 0001792851-26-000002 filed by Schorn Wealth 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 16,680 shares
    Change vs previous 13F -993 shares

    0.52% of the 13F portfolio, value $1,727,375.

    13F-HR 0001792851-26-000001 filed by Schorn Wealth 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 17,673 shares
    Change vs previous 13F -1,939 shares

    0.54% of the 13F portfolio, value $1,751,580.

    13F-HR 0001792851-25-000005 filed by Schorn Wealth 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 19,612 shares
    Change vs previous 13F -4,209 shares

    0.61% of the 13F portfolio, value $1,839,395.

    13F-HR 0001792851-25-000002 filed by Schorn Wealth 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 23,821 shares
    Change vs previous 13F -6,425 shares

    0.69% of the 13F portfolio, value $2,096,234.

    13F-HR 0001792851-25-000001 filed by Schorn Wealth 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 30,246 shares
    Change vs previous 13F -2,238 shares

    0.91% of the 13F portfolio, value $2,804,598.

    13F-HR 0001767349-25-000002 filed by Schorn Wealth 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 32,484 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,149,325.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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