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Wealthcare Advisory Partners LLC: MOAT position timeline

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

Wealthcare Advisory Partners LLC held 220,424 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,424 shares
    Change vs previous 13F +1,040 shares

    0.43% of the 13F portfolio, value $22,915,288.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 219,384 shares
    Change vs previous 13F +5,603 shares

    0.41% of the 13F portfolio, value $21,214,427.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 213,781 shares
    Change vs previous 13F +2,475 shares

    0.43% of the 13F portfolio, value $22,139,121.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 211,306 shares
    Change vs previous 13F +6,071 shares

    0.44% of the 13F portfolio, value $20,942,532.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 205,235 shares
    Change vs previous 13F +14,751 shares

    0.44% of the 13F portfolio, value $19,249,015.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 190,484 shares
    Change vs previous 13F +7,550 shares

    0.45% of the 13F portfolio, value $16,762,552.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 182,934 shares
    Change vs previous 13F -10,260 shares

    0.47% of the 13F portfolio, value $16,962,511.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 193,194 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $18,730,141.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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