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Smart Money Group LLC: MOAT position timeline

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

Smart Money Group LLC held 8,650 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,650 shares
    Change vs previous 13F -128 shares

    0.23% of the 13F portfolio, value $899,300.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 8,778 shares
    Change vs previous 13F -213 shares

    0.25% of the 13F portfolio, value $848,875.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 8,991 shares
    Change vs previous 13F -586 shares

    0.27% of the 13F portfolio, value $931,071.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 9,577 shares
    Change vs previous 13F -498 shares

    0.28% of the 13F portfolio, value $949,164.

    13F-HR 0001728866-25-000004 filed by Smart Money Group 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 10,075 shares
    Change vs previous 13F -5,338 shares

    0.3% of the 13F portfolio, value $944,944.

    13F-HR 0001765380-25-000302 filed by Smart Money Group 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/A 15,413 shares
    Change vs previous 13F -305,384 shares

    0.46% of the 13F portfolio, value $1,356,343.

    13F-HR/A 0001765380-25-000217 filed by Smart Money Group 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 320,797 shares
    Change vs previous 13F +6,712 shares

    10.27% of the 13F portfolio, value $29,745,944.

    13F-HR 0001728866-25-000001 filed by Smart Money Group 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 314,085 shares
    Change vs previous 13F not available

    10.56% of the 13F portfolio, value $29,608,771.

    13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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