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Unique Wealth Strategies, LLC: MOAT position timeline

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

Unique Wealth Strategies, LLC held 123,130 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,130 shares
    Change vs previous 13F 0 shares

    4.7% of the 13F portfolio, value $12,800,578.

    13F-HR 0002009809-26-000013 filed by Unique Wealth Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 123,130 shares
    Change vs previous 13F +5,946 shares

    4.67% of the 13F portfolio, value $12,800,578.

    13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 117,184 shares
    Change vs previous 13F -7,751 shares

    4.64% of the 13F portfolio, value $11,331,654.

    13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 124,935 shares
    Change vs previous 13F -6,271 shares

    5.08% of the 13F portfolio, value $12,938,227.

    13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 131,206 shares
    Change vs previous 13F -9,566 shares

    5.11% of the 13F portfolio, value $13,003,806.

    13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 140,772 shares
    Change vs previous 13F +42,983 shares

    5.53% of the 13F portfolio, value $13,202,987.

    13F-HR 0002009809-26-000008 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 97,789 shares
    Change vs previous 13F -894 shares

    3.91% of the 13F portfolio, value $8,605,414.

    13F-HR 0002009809-26-000007 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 98,683 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $9,150,363.

    13F-HR 0002009809-26-000006 filed by Unique Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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