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Disclosery

SWMG, LLC: MOAT position timeline

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

SWMG, LLC held 8,208 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,208 shares
    Change vs previous 13F +170 shares

    0.2% of the 13F portfolio, value $868,488.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 8,038 shares
    Change vs previous 13F +112 shares

    0.22% of the 13F portfolio, value $777,275.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 7,926 shares
    Change vs previous 13F +103 shares

    0.23% of the 13F portfolio, value $836,431.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 7,823 shares
    Change vs previous 13F +548 shares

    0.24% of the 13F portfolio, value $802,170.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 7,275 shares
    Change vs previous 13F +955 shares

    0.24% of the 13F portfolio, value $720,516.

    13F-HR 0002001434-25-000008 filed by SWMG, 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 6,320 shares
    Change vs previous 13F +1,318 shares

    0.21% of the 13F portfolio, value $537,832.

    13F-HR 0001839255-25-000002 filed by SWMG, 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 5,002 shares
    Change vs previous 13F +25 shares

    0.19% of the 13F portfolio, value $477,591.

    13F-HR 0002035324-25-000002 filed by SWMG, 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 4,977 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $484,660.

    13F-HR 0001839255-24-000003 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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