Skip to content
Disclosery

Cetera Investment Advisers: MOAT position timeline

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

Cetera Investment Advisers held 1,153,632 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,153,632 shares
    Change vs previous 13F -4,334 shares

    0.11% of the 13F portfolio, value $119,931,693.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,157,966 shares
    Change vs previous 13F -13,413 shares

    0.12% of the 13F portfolio, value $111,975,309.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,171,379 shares
    Change vs previous 13F -52,069 shares

    0.13% of the 13F portfolio, value $121,308,091.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,223,448 shares
    Change vs previous 13F +611,271 shares

    0.14% of the 13F portfolio, value $121,255,985.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 612,177 shares
    Change vs previous 13F -194,473 shares

    0.1% of the 13F portfolio, value $57,416,042.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 806,650 shares
    Change vs previous 13F +39,664 shares

    0.14% of the 13F portfolio, value $70,985,112.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 766,986 shares
    Change vs previous 13F +18,601 shares

    0.15% of the 13F portfolio, value $71,118,792.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 748,385 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $72,555,923.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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