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Disclosery

CWM, LLC: MOAT position timeline

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

CWM, LLC held 624,885 MOAT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 624,885 shares
    Change vs previous 13F -21,673 shares

    0.16% of the 13F portfolio, value $60,426,382.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 646,558 shares
    Change vs previous 13F -35,717 shares

    0.18% of the 13F portfolio, value $66,958,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 682,275 shares
    Change vs previous 13F -200,614 shares

    0.2% of the 13F portfolio, value $67,620,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 882,889 shares
    Change vs previous 13F -239,343 shares

    0.29% of the 13F portfolio, value $82,806,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,122,232 shares
    Change vs previous 13F -95,485 shares

    0.39% of the 13F portfolio, value $98,756,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,217,717 shares
    Change vs previous 13F +64,917 shares

    0.47% of the 13F portfolio, value $112,913,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,152,800 shares
    Change vs previous 13F +109,394 shares

    0.48% of the 13F portfolio, value $111,764,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,043,406 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $90,369,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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