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Beacon Pointe Advisors, LLC: MOAT position timeline

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

Beacon Pointe Advisors, LLC held 68,361 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,361 shares
    Change vs previous 13F +15,398 shares

    0.03% of the 13F portfolio, value $7,106,808.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 52,963 shares
    Change vs previous 13F +604 shares

    0.03% of the 13F portfolio, value $5,121,482.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 52,359 shares
    Change vs previous 13F -559 shares

    0.04% of the 13F portfolio, value $5,422,319.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 52,918 shares
    Change vs previous 13F +3,517 shares

    0.04% of the 13F portfolio, value $5,244,674.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 49,401 shares
    Change vs previous 13F +1,184 shares

    0.05% of the 13F portfolio, value $4,633,290.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 48,217 shares
    Change vs previous 13F -1,488 shares

    0.05% of the 13F portfolio, value $4,243,068.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 49,705 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $4,608,888.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 49,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,825,480.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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