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Boulay Financial Advisors, LLC: MOAT position timeline

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

Boulay Financial Advisors, LLC held 2,287,619 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,287,619 shares
    Change vs previous 13F +67,407 shares

    22.02% of the 13F portfolio, value $237,820,873.

    13F-HR 0002056342-26-000003 filed by Boulay Financial 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 2,220,212 shares
    Change vs previous 13F +87,513 shares

    24.64% of the 13F portfolio, value $214,694,509.

    13F-HR 0002056342-26-000002 filed by Boulay Financial 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 2,132,699 shares
    Change vs previous 13F +13,325 shares

    25.97% of the 13F portfolio, value $220,862,327.

    13F-HR 0002056342-26-000001 filed by Boulay Financial 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 2,119,374 shares
    Change vs previous 13F +41,023 shares

    29.48% of the 13F portfolio, value $210,051,242.

    13F-HR 0002056342-25-000007 filed by Boulay Financial 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/A 2,078,351 shares
    Change vs previous 13F +268,842 shares

    29.4% of the 13F portfolio, value $194,928,594.

    13F-HR/A 0002056342-25-000008 filed by Boulay Financial 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 1,809,509 shares
    Change vs previous 13F not available

    53.2% of the 13F portfolio, value $159,236,798.

    13F-HR 0002056342-25-000003 filed by Boulay Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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