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Ascension Capital Advisors, Inc.: MOAT position timeline

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

Ascension Capital Advisors, Inc. held 8,304 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,304 shares
    Change vs previous 13F -59 shares

    0.24% of the 13F portfolio, value $863,284.

    13F-HR 0001689227-26-000004 filed by Ascension Capital Advisors, Inc.
    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 8,363 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $808,702.

    13F-HR 0001689227-26-000003 filed by Ascension Capital Advisors, Inc.
    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 8,362 shares
    Change vs previous 13F -1,832 shares

    0.3% of the 13F portfolio, value $865,969.

    13F-HR 0001689227-26-000001 filed by Ascension Capital Advisors, Inc.
    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 10,194 shares
    Change vs previous 13F -182 shares

    0.39% of the 13F portfolio, value $1,010,327.

    13F-HR 0001689227-25-000003 filed by Ascension Capital Advisors, Inc.
    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 10,376 shares
    Change vs previous 13F +278 shares

    0.41% of the 13F portfolio, value $973,165.

    13F-HR 0001085146-25-004678 filed by Ascension Capital Advisors, Inc.
    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 10,098 shares
    Change vs previous 13F +212 shares

    0.41% of the 13F portfolio, value $888,624.

    13F-HR 0001085146-25-002618 filed by Ascension Capital Advisors, Inc.
    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 9,886 shares
    Change vs previous 13F -717 shares

    0.4% of the 13F portfolio, value $916,679.

    13F-HR 0001085146-25-000781 filed by Ascension Capital Advisors, Inc.
    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 10,603 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,027,961.

    13F-HR 0001085146-24-005265 filed by Ascension Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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