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CAPTRUST FINANCIAL ADVISORS: MOAT position timeline

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

CAPTRUST FINANCIAL ADVISORS held 39,847 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,847 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $4,142,537.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 38,282 shares
    Change vs previous 13F +1,839 shares

    0.01% of the 13F portfolio, value $3,701,821.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,443 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $3,774,037.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 36,356 shares
    Change vs previous 13F +1,407 shares

    0.01% of the 13F portfolio, value $3,603,243.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 34,949 shares
    Change vs previous 13F -2,439 shares

    0.01% of the 13F portfolio, value $3,277,867.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,388 shares
    Change vs previous 13F -4,289 shares

    0.01% of the 13F portfolio, value $3,290,144.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 41,677 shares
    Change vs previous 13F +2,037 shares

    0.01% of the 13F portfolio, value $3,864,504.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 39,640 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,843,130.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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