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Disclosery

D.A. DAVIDSON & CO.: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on MOAT, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 57,451 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,451 shares
    Change vs previous 13F -956 shares

    0.03% of the 13F portfolio, value $5,972,648.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 58,407 shares
    Change vs previous 13F -9,152 shares

    0.03% of the 13F portfolio, value $5,648,004.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 67,559 shares
    Change vs previous 13F -1,122 shares

    0.04% of the 13F portfolio, value $6,996,472.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 68,681 shares
    Change vs previous 13F +534 shares

    0.04% of the 13F portfolio, value $6,807,062.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 68,147 shares
    Change vs previous 13F -671 shares

    0.05% of the 13F portfolio, value $6,391,590.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 68,818 shares
    Change vs previous 13F +3,412 shares

    0.05% of the 13F portfolio, value $6,055,990.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 65,406 shares
    Change vs previous 13F +1,019 shares

    0.05% of the 13F portfolio, value $6,064,821.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 64,387 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,242,332.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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