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WealthPlan Investment Management, LLC: MOAT position timeline

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

WealthPlan Investment Management, LLC held 43,032 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,032 shares
    Change vs previous 13F -12,472 shares

    0.22% of the 13F portfolio, value $4,473,593.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 55,504 shares
    Change vs previous 13F -41,460 shares

    0.3% of the 13F portfolio, value $5,367,212.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 96,964 shares
    Change vs previous 13F -4,078 shares

    0.64% of the 13F portfolio, value $10,041,614.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 101,042 shares
    Change vs previous 13F +3,517 shares

    0.66% of the 13F portfolio, value $10,014,261.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 97,525 shares
    Change vs previous 13F +32,963 shares

    0.67% of the 13F portfolio, value $9,146,842.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 64,562 shares
    Change vs previous 13F +3,161 shares

    0.56% of the 13F portfolio, value $5,681,434.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 61,401 shares
    Change vs previous 13F +3,249 shares

    0.56% of the 13F portfolio, value $5,693,444.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 58,152 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,637,809.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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