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Disclosery

WealthPLAN Partners, LLC: MOAT position timeline

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

WealthPLAN Partners, LLC held 20,550 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 20,550 shares
    Change vs previous 13F -11,624 shares

    0.41% of the 13F portfolio, value $2,136,400.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 32,174 shares
    Change vs previous 13F -9,854 shares

    0.6% of the 13F portfolio, value $3,111,254.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 42,028 shares
    Change vs previous 13F -2,351 shares

    0.65% of the 13F portfolio, value $4,352,450.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 44,379 shares
    Change vs previous 13F +874 shares

    0.66% of the 13F portfolio, value $4,398,365.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 43,505 shares
    Change vs previous 13F -120,776 shares

    0.66% of the 13F portfolio, value $4,080,347.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 164,281 shares
    Change vs previous 13F +1,138 shares

    2.04% of the 13F portfolio, value $14,456,674.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 163,143 shares
    Change vs previous 13F -6,144 shares

    2.15% of the 13F portfolio, value $15,127,432.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 169,287 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $16,412,343.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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