S.E.E.D. Planning Group LLC MOAT holdings history
VANECK MORNINGSTAR WIDE MOAT · CUSIP 92189F643 · CIK 1765515
As of Jun 30, 2026, S.E.E.D. Planning Group LLC reported 10.12K MOAT (shares), valued at $1.05M, or 0.28% of its reported non-derivative portfolio. Filed Aug 4, 2026.
Verify history & sources →Shares decreased 33.91%; reported value decreased 28.95%, and weight changed -0.15 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 |
|---|---|---|---|
| Q2 2026 | 0.28% | 10,118 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 0.43% | 15,310 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 4.61% | 156,113 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 4.43% | 153,542 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 4.23% | 144,028 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 4.36% | 147,027 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 5.30% | 171,268 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 4.75% | 147,724 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 3.23% | 102,447 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 3.18% | 96,794 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.37% | 69,303 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.37% | 69,303 | $5.88M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 3.18% | 96,794 | $8.70M | Shares increased 39.67%; reported value increased 47.95%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 3.23% | 102,447 | $8.87M | Shares increased 5.84%; reported value increased 1.97%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 4.75% | 147,724 | $14.32M | Shares increased 44.20%; reported value increased 61.41%, and weight changed +1.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 5.30% | 171,268 | $15.88M | Shares increased 15.94%; reported value increased 10.88%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 4.36% | 147,027 | $12.94M | Shares decreased 14.15%; reported value decreased 18.53%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 4.23% | 144,028 | $13.51M | Shares decreased 2.04%; reported value increased 4.41%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 4.43% | 153,542 | $15.22M | Shares increased 6.61%; reported value increased 12.65%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 4.61% | 156,113 | $16.17M | Shares increased 1.67%; reported value increased 6.24%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 0.43% | 15,310 | $1.48M | Shares decreased 90.19%; reported value decreased 90.84%, and weight changed -4.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 0.28% | 10,118 | $1.05M | Shares decreased 33.91%; reported value decreased 28.95%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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