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Disclosery

Allworth Financial LP: MOAT position timeline

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

Allworth Financial LP held 71,225 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,225 shares
    Change vs previous 13F -3,210 shares

    0.03% of the 13F portfolio, value $7,404,508.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 74,435 shares
    Change vs previous 13F -4,269 shares

    0.03% of the 13F portfolio, value $7,197,891.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 78,704 shares
    Change vs previous 13F -1,363 shares

    0.03% of the 13F portfolio, value $8,150,601.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 80,067 shares
    Change vs previous 13F -2,538 shares

    0.04% of the 13F portfolio, value $7,935,441.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 82,605 shares
    Change vs previous 13F -1,349 shares

    0.04% of the 13F portfolio, value $7,747,517.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 83,954 shares
    Change vs previous 13F -6,458 shares

    0.04% of the 13F portfolio, value $7,137,777.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 90,412 shares
    Change vs previous 13F -2,949 shares

    0.05% of the 13F portfolio, value $8,632,502.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 93,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,051,336.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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