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Focus Partners Wealth: MOAT position timeline

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

Focus Partners Wealth held 76,136 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,136 shares
    Change vs previous 13F -23,919 shares

    0.01% of the 13F portfolio, value $7,915,141.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 71,105 shares
    • Focus Partners Advisor Solutions, LLC: 5,031 shares

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

  2. period ended2026-03-31
    13F 100,055 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $9,674,731.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 92,858 shares
    • Focus Partners Advisor Solutions, LLC: 7,197 shares

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

  3. period ended2025-12-31
    13F 99,478 shares
    Change vs previous 13F +44,835 shares

    0.01% of the 13F portfolio, value $10,302,084.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 92,047 shares
    • Focus Partners Advisor Solutions, LLC: 7,431 shares

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

  4. period ended2025-09-30
    13F 54,643 shares
    Change vs previous 13F +21,183 shares

    0.01% of the 13F portfolio, value $5,430,494.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 43,095 shares
    • Focus Partners Advisor Solutions, LLC: 11,548 shares

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

  5. period ended2025-06-30
    13F 33,460 shares
    Change vs previous 13F -838 shares

    0.01% of the 13F portfolio, value $3,138,320.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,613 shares
    • Focus Partners Advisor Solutions, LLC: 5,847 shares

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

  6. period ended2025-03-31
    13F/A 34,298 shares
    Change vs previous 13F -28,375 shares

    0.01% of the 13F portfolio, value $3,018,324.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,372 shares
    • Focus Partners Advisor Solutions, LLC: 5,926 shares

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

  7. period ended2024-12-31
    13F/A 62,673 shares
    Change vs previous 13F +36,684 shares

    0.01% of the 13F portfolio, value $5,811,458.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 58,131 shares
    • Focus Partners Advisor Solutions, LLC: 4,542 shares

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

  8. period ended2024-09-30
    13F 25,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,332,702.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,430 shares
    • Focus Partners Advisor Solutions, LLC: 4,559 shares

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