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Comprehensive Financial Consultants Institutional, Inc.: MOAT position timeline

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

Comprehensive Financial Consultants Institutional, Inc. held 8,535 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,535 shares
    Change vs previous 13F -12,171 shares

    0.23% of the 13F portfolio, value $887,299.

    13F-HR 0001172661-26-002619 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 20,706 shares
    Change vs previous 13F +931 shares

    0.59% of the 13F portfolio, value $2,002,270.

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 19,775 shares
    Change vs previous 13F -10 shares

    0.62% of the 13F portfolio, value $2,047,899.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 19,785 shares
    Change vs previous 13F +1,305 shares

    0.61% of the 13F portfolio, value $1,960,891.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 18,480 shares
    Change vs previous 13F -483 shares

    0.57% of the 13F portfolio, value $1,733,239.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 18,963 shares
    Change vs previous 13F -329 shares

    0.59% of the 13F portfolio, value $1,668,744.

    13F-HR 0001172661-25-001994 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 19,292 shares
    Change vs previous 13F +123 shares

    0.65% of the 13F portfolio, value $1,788,851.

    13F-HR 0001172661-25-000343 filed by Comprehensive Financial Consultants Institutional, Inc.
    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 19,169 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,858,435.

    13F-HR 0001172661-24-004430 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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