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WCG Wealth Advisors LLC: MOAT position timeline

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

WCG Wealth Advisors LLC held 13,052 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,052 shares
    Change vs previous 13F -104 shares

    0.03% of the 13F portfolio, value $1,356,882.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 13,156 shares
    Change vs previous 13F -369 shares

    0.04% of the 13F portfolio, value $1,272,186.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 13,525 shares
    Change vs previous 13F +1,566 shares

    0.04% of the 13F portfolio, value $1,400,676.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors 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 11,959 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,185,219.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 11,959 shares
    Change vs previous 13F -257 shares

    0.07% of the 13F portfolio, value $1,121,599.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 12,216 shares
    Change vs previous 13F -4,574 shares

    0.08% of the 13F portfolio, value $1,074,976.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 16,790 shares
    Change vs previous 13F -38,452 shares

    0.1% of the 13F portfolio, value $1,557,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 55,242 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,356,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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