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Disclosery

Compass Advisory Group LLC: MOAT position timeline

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

Compass Advisory Group LLC held 11,025 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,025 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,146,194.

    13F-HR 0001951757-26-001218 filed by Compass Advisory Group 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 11,025 shares
    Change vs previous 13F -13,557 shares

    0.29% of the 13F portfolio, value $1,066,150.

    13F-HR 0001951757-26-000674 filed by Compass Advisory Group 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 24,582 shares
    Change vs previous 13F +331 shares

    0.69% of the 13F portfolio, value $2,545,710.

    13F-HR 0001951757-26-000269 filed by Compass Advisory Group 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 24,251 shares
    Change vs previous 13F -60,848 shares

    0.67% of the 13F portfolio, value $2,403,480.

    13F-HR 0001951757-25-001302 filed by Compass Advisory Group 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 85,099 shares
    Change vs previous 13F -1,453 shares

    2.53% of the 13F portfolio, value $7,981,447.

    13F-HR 0001951757-25-000977 filed by Compass Advisory Group 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 86,552 shares
    Change vs previous 13F +5,002 shares

    2.65% of the 13F portfolio, value $7,616,587.

    13F-HR 0001951757-25-000545 filed by Compass Advisory Group 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 81,550 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $7,561,736.

    13F-HR 0001951757-25-000111 filed by Compass Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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