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CreativeOne Wealth, LLC: MOAT position timeline

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

CreativeOne Wealth, LLC held 12,568 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,568 shares
    Change vs previous 13F -4,570 shares

    0.03% of the 13F portfolio, value $1,306,597.

    13F-HR 0001739728-26-000004 filed by CreativeOne 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 17,138 shares
    Change vs previous 13F -3,070 shares

    0.04% of the 13F portfolio, value $1,657,278.

    13F-HR 0001739728-26-000003 filed by CreativeOne 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 20,208 shares
    Change vs previous 13F +683 shares

    0.05% of the 13F portfolio, value $2,092,756.

    13F-HR 0001739728-26-000001 filed by CreativeOne 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 19,525 shares
    Change vs previous 13F -99 shares

    0.05% of the 13F portfolio, value $1,935,092.

    13F-HR 0001739728-25-000007 filed by CreativeOne 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 19,624 shares
    Change vs previous 13F -4,072 shares

    0.05% of the 13F portfolio, value $1,840,489.

    13F-HR 0001739728-25-000004 filed by CreativeOne 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 23,696 shares
    Change vs previous 13F +2,459 shares

    0.06% of the 13F portfolio, value $2,085,244.

    13F-HR 0001739728-25-000003 filed by CreativeOne 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 21,237 shares
    Change vs previous 13F -3,362 shares

    0.06% of the 13F portfolio, value $1,969,223.

    13F-HR 0001739728-25-000001 filed by CreativeOne 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 24,599 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,384,837.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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