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Disclosery

Westshore Wealth, LLC: MOAT position timeline

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

Westshore Wealth, LLC held 23,929 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,929 shares
    Change vs previous 13F -2,150 shares

    0.77% of the 13F portfolio, value $2,487,659.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 26,079 shares
    Change vs previous 13F -2,483 shares

    0.88% of the 13F portfolio, value $2,521,846.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 28,562 shares
    Change vs previous 13F -4,864 shares

    0.98% of the 13F portfolio, value $2,957,883.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 33,426 shares
    Change vs previous 13F -3,921 shares

    1.13% of the 13F portfolio, value $3,312,804.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 37,347 shares
    Change vs previous 13F -538 shares

    1.34% of the 13F portfolio, value $3,502,731.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 37,885 shares
    Change vs previous 13F -4,178 shares

    1.41% of the 13F portfolio, value $3,333,838.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 42,063 shares
    Change vs previous 13F +227 shares

    1.58% of the 13F portfolio, value $3,900,248.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 41,836 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,056,000.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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