WealthPLAN Partners, LLC MOAT holdings history
VANECK MORNINGSTAR WIDE MOAT · CUSIP 92189F643 · CIK 1639943
As of Sep 30, 2026, WealthPLAN Partners, LLC reported 14.80K MOAT (shares), valued at $1.56M, or 0.29% of its reported non-derivative portfolio. Filed Oct 15, 2026.
Verify history & sources →Shares decreased 27.98%; reported value decreased 26.76%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 0.29% | 14,801 | SEC filing ↗Filed Oct 15, 2026 |
| Q2 2026 | 0.41% | 20,550 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 0.60% | 32,174 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 0.65% | 42,028 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 0.66% | 44,379 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 0.66% | 43,505 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.04% | 164,281 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.15% | 163,143 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 2.20% | 169,287 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.59% | 171,500 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 1.61% | 173,013 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 1.57% | 180,089 | SEC filing ↗Filed Jan 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.57% | 180,089 | $15.28M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 5, 2024 |
| Q1 2024 | 1.61% | 173,013 | $15.55M | Shares decreased 3.93%; reported value increased 1.76%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.59% | 171,500 | $14.85M | Shares decreased 0.87%; reported value decreased 4.50%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.20% | 169,287 | $16.41M | Shares decreased 1.29%; reported value increased 10.49%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 2.15% | 163,143 | $15.13M | Shares decreased 3.63%; reported value decreased 7.83%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.04% | 164,281 | $14.46M | Shares increased 0.70%; reported value decreased 4.43%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.66% | 43,505 | $4.08M | Shares decreased 73.52%; reported value decreased 71.78%, and weight changed -1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 0.66% | 44,379 | $4.40M | Shares increased 2.01%; reported value increased 7.79%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.65% | 42,028 | $4.35M | Shares decreased 5.30%; reported value decreased 1.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 0.60% | 32,174 | $3.11M | Shares decreased 23.45%; reported value decreased 28.52%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 0.41% | 20,550 | $2.14M | Shares decreased 36.13%; reported value decreased 31.33%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
| Q3 2026 | 0.29% | 14,801 | $1.56M | Shares decreased 27.98%; reported value decreased 26.76%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2026 |
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{"action":"portfolio","cik":"1639943","quarter":"2026Q3","cusip":"92189F643"}
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.