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Disclosery

SK Wealth Management, LLC: MOAT position timeline

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

SK Wealth Management, LLC held 7,897 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,897 shares
    Change vs previous 13F -1,883 shares

    0.2% of the 13F portfolio, value $892,581.

    13F-HR 0001867958-26-000006 filed by SK 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 9,780 shares
    Change vs previous 13F -1,376 shares

    0.26% of the 13F portfolio, value $948,412.

    13F-HR 0001867958-26-000005 filed by SK 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 11,156 shares
    Change vs previous 13F -131,205 shares

    0.33% of the 13F portfolio, value $1,171,634.

    13F-HR 0001867958-26-000001 filed by SK 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 142,361 shares
    Change vs previous 13F -45,444 shares

    5.33% of the 13F portfolio, value $14,295,938.

    13F-HR 0001867958-25-000006 filed by SK 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 187,805 shares
    Change vs previous 13F -21,680 shares

    7.87% of the 13F portfolio, value $18,147,583.

    13F-HR 0001867958-25-000004 filed by SK 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 209,485 shares
    Change vs previous 13F -28,111 shares

    9.01% of the 13F portfolio, value $16,786,002.

    13F-HR 0001867958-25-000003 filed by SK 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 237,596 shares
    Change vs previous 13F +100 shares

    11.22% of the 13F portfolio, value $22,031,134.

    13F-HR 0001867958-25-000002 filed by SK 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 237,496 shares
    Change vs previous 13F not available

    11.38% of the 13F portfolio, value $22,253,421.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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