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Western Wealth Management, LLC: MOAT position timeline

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

Western Wealth Management, LLC held 33,621 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 33,621 shares
    Change vs previous 13F -4,930 shares

    0.11% of the 13F portfolio, value $3,495,241.

    13F-HR 0001767902-26-000006 filed by Western Wealth 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/A 38,551 shares
    Change vs previous 13F -4,097 shares

    0.14% of the 13F portfolio, value $3,727,893.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth 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 42,648 shares
    Change vs previous 13F -1,207 shares

    0.2% of the 13F portfolio, value $4,416,599.

    13F-HR 0001767902-26-000002 filed by Western Wealth 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 43,855 shares
    Change vs previous 13F -8,009 shares

    0.23% of the 13F portfolio, value $4,346,450.

    13F-HR 0001767902-25-000009 filed by Western Wealth 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 51,864 shares
    Change vs previous 13F -11,659 shares

    0.29% of the 13F portfolio, value $4,864,353.

    13F-HR 0001908177-25-000004 filed by Western Wealth 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 63,523 shares
    Change vs previous 13F -103 shares

    0.37% of the 13F portfolio, value $5,590,020.

    13F-HR 0001767902-25-000006 filed by Western Wealth 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/A 63,626 shares
    Change vs previous 13F -12,434 shares

    0.38% of the 13F portfolio, value $5,899,696.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth 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 76,060 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,374,123.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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