Skip to content
Disclosery

Transform Wealth, LLC: MOAT position timeline

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

Transform Wealth, LLC held 33,316 MOAT shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 33,316 shares
    Change vs previous 13F -2,684 shares

    0.18% of the 13F portfolio, value $2,931,843.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 36,000 shares
    Change vs previous 13F -4,001 shares

    0.19% of the 13F portfolio, value $3,338,132.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 40,001 shares
    Change vs previous 13F +17,404 shares

    0.26% of the 13F portfolio, value $3,878,137.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 22,597 shares
    Change vs previous 13F -3,626 shares

    0.15% of the 13F portfolio, value $1,957,141.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 26,223 shares
    Change vs previous 13F +10,844 shares

    0.22% of the 13F portfolio, value $2,357,461.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 15,379 shares
    Change vs previous 13F +12,697 shares

    0.13% of the 13F portfolio, value $1,305,232.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 2,682 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $203,403.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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