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ATLAS CAPITAL ADVISORS INC.: MOAT position timeline

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

ATLAS CAPITAL ADVISORS INC. held 5,329 MOAT shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,329 shares
    Change vs previous 13F -1,610 shares

    0.06% of the 13F portfolio, value $499,838.

    13F-HR 0001434165-25-000009 filed by ATLAS 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 ended2025-03-31
    13F 6,939 shares
    Change vs previous 13F -1,035 shares

    0.08% of the 13F portfolio, value $610,661.

    13F-HR 0001434165-25-000007 filed by ATLAS 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 ended2024-12-31
    13F 7,974 shares
    Change vs previous 13F -625 shares

    0.09% of the 13F portfolio, value $739,420.

    13F-HR 0001434165-25-000004 filed by ATLAS 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 ended2024-09-30
    13F 8,599 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $833,705.

    13F-HR 0001434165-24-000007 filed by ATLAS CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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