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Disclosery

Summit Wealth Partners, LLC: MOAT position timeline

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

Summit Wealth Partners, LLC held 9,026 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,026 shares
    Change vs previous 13F -4,034 shares

    0.13% of the 13F portfolio, value $938,343.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 13,060 shares
    Change vs previous 13F -1,308 shares

    0.2% of the 13F portfolio, value $1,262,883.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 14,368 shares
    Change vs previous 13F -853 shares

    0.27% of the 13F portfolio, value $1,487,930.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 15,221 shares
    Change vs previous 13F -20 shares

    0.27% of the 13F portfolio, value $1,508,553.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 15,241 shares
    Change vs previous 13F -2,807 shares

    0.27% of the 13F portfolio, value $1,429,453.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 18,048 shares
    Change vs previous 13F +12 shares

    0.32% of the 13F portfolio, value $1,588,224.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 18,036 shares
    Change vs previous 13F -1,178 shares

    0.34% of the 13F portfolio, value $1,672,388.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 19,214 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,862,797.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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