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Advyzon Investment Management, LLC: MOAT position timeline

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

Advyzon Investment Management, LLC held 11,634 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,634 shares
    Change vs previous 13F -529 shares

    0.09% of the 13F portfolio, value $1,209,433.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 12,163 shares
    Change vs previous 13F -3,768 shares

    0.11% of the 13F portfolio, value $1,176,196.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 15,931 shares
    Change vs previous 13F +3,422 shares

    0.19% of the 13F portfolio, value $1,649,792.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 12,509 shares
    Change vs previous 13F +2,300 shares

    0.21% of the 13F portfolio, value $1,239,776.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 10,209 shares
    Change vs previous 13F -229 shares

    0.21% of the 13F portfolio, value $957,510.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 10,438 shares
    Change vs previous 13F -1,694 shares

    0.32% of the 13F portfolio, value $918,552.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 12,132 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,124,948.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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