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Disclosery

CRUX WEALTH ADVISORS: MOAT position timeline

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

CRUX WEALTH ADVISORS held 10,731 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,731 shares
    Change vs previous 13F -596 shares

    0.39% of the 13F portfolio, value $1,115,576.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH 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 11,327 shares
    Change vs previous 13F -1,039 shares

    0.42% of the 13F portfolio, value $1,095,278.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH 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 12,366 shares
    Change vs previous 13F -7,328 shares

    0.48% of the 13F portfolio, value $1,280,607.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH 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 19,694 shares
    Change vs previous 13F -729 shares

    0.77% of the 13F portfolio, value $1,951,849.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH 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 20,423 shares
    Change vs previous 13F -4,035 shares

    0.82% of the 13F portfolio, value $1,915,430.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH 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 24,458 shares
    Change vs previous 13F -1,666 shares

    1.12% of the 13F portfolio, value $2,152,263.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH 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 26,124 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,422,339.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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