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Visionary Wealth Advisors: MOAT position timeline

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

Visionary Wealth Advisors held 139,301 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,301 shares
    Change vs previous 13F -66,254 shares

    0.57% of the 13F portfolio, value $14,481,748.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 205,555 shares
    Change vs previous 13F -6,341 shares

    0.88% of the 13F portfolio, value $19,877,201.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 211,896 shares
    Change vs previous 13F -15,357 shares

    0.99% of the 13F portfolio, value $21,943,938.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 227,253 shares
    Change vs previous 13F -16,358 shares

    1.05% of the 13F portfolio, value $22,523,089.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 243,611 shares
    Change vs previous 13F -33,517 shares

    1.17% of the 13F portfolio, value $22,848,252.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 277,128 shares
    Change vs previous 13F +17,898 shares

    1.46% of the 13F portfolio, value $24,387,247.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 259,230 shares
    Change vs previous 13F -4,579 shares

    1.41% of the 13F portfolio, value $24,037,085.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 263,809 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $25,576,237.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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