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Archford Capital Strategies, LLC: MOAT position timeline

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

Archford Capital Strategies, LLC held 9,540 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,540 shares
    Change vs previous 13F -238 shares

    0.1% of the 13F portfolio, value $991,813.

    13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, 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 9,778 shares
    Change vs previous 13F -499 shares

    0.11% of the 13F portfolio, value $945,565.

    13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, 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 10,277 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $1,064,243.

    13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, 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 10,326 shares
    Change vs previous 13F -24,361 shares

    0.12% of the 13F portfolio, value $1,023,377.

    13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, 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 34,687 shares
    Change vs previous 13F -5,997 shares

    0.42% of the 13F portfolio, value $3,253,330.

    13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, 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 40,684 shares
    Change vs previous 13F -81,099 shares

    0.52% of the 13F portfolio, value $3,580,194.

    13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, 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 121,783 shares
    Change vs previous 13F -11,513 shares

    1.71% of the 13F portfolio, value $11,292,321.

    13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
    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 133,296 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $12,969,742.

    13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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