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Whitaker-Myers Wealth Managers, LTD.: MOAT position timeline

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

Whitaker-Myers Wealth Managers, LTD. held 452,541 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 452,541 shares
    Change vs previous 13F +21,840 shares

    7.79% of the 13F portfolio, value $47,838,079.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 430,701 shares
    Change vs previous 13F +25,230 shares

    7.48% of the 13F portfolio, value $44,775,673.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 405,471 shares
    Change vs previous 13F +9,817 shares

    7.82% of the 13F portfolio, value $39,209,000.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 395,654 shares
    Change vs previous 13F -15,756 shares

    8.55% of the 13F portfolio, value $40,973,960.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 411,410 shares
    Change vs previous 13F -247,136 shares

    8.89% of the 13F portfolio, value $40,774,831.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 658,546 shares
    Change vs previous 13F +39,723 shares

    15.56% of the 13F portfolio, value $61,764,995.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 618,823 shares
    Change vs previous 13F +61,087 shares

    15.27% of the 13F portfolio, value $54,456,418.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 557,736 shares
    Change vs previous 13F not available

    15.08% of the 13F portfolio, value $51,716,121.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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