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Apriem Advisors: MOAT position timeline

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

Apriem Advisors held 473,733 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 473,733 shares
    Change vs previous 13F -68,797 shares

    4.26% of the 13F portfolio, value $49,249,300.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 542,530 shares
    Change vs previous 13F +29,289 shares

    5.01% of the 13F portfolio, value $52,462,667.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 513,241 shares
    Change vs previous 13F +19,418 shares

    4.88% of the 13F portfolio, value $53,151,256.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 493,823 shares
    Change vs previous 13F +32,828 shares

    4.63% of the 13F portfolio, value $48,942,808.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 460,995 shares
    Change vs previous 13F +111,314 shares

    4.6% of the 13F portfolio, value $43,236,731.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 349,681 shares
    Change vs previous 13F +123,029 shares

    3.61% of the 13F portfolio, value $30,771,989.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 226,652 shares
    Change vs previous 13F +29,650 shares

    2.41% of the 13F portfolio, value $21,016,278.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 197,002 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $19,099,301.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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