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Disclosery

DAVENPORT & Co LLC: MOAT position timeline

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

DAVENPORT & Co LLC held 140,567 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,567 shares
    Change vs previous 13F -3,761 shares

    0.07% of the 13F portfolio, value $14,613,369.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 144,328 shares
    Change vs previous 13F -19,861 shares

    0.08% of the 13F portfolio, value $13,956,524.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 164,189 shares
    Change vs previous 13F -5,424 shares

    0.09% of the 13F portfolio, value $17,003,419.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 169,613 shares
    Change vs previous 13F -13,053 shares

    0.09% of the 13F portfolio, value $16,810,364.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 182,666 shares
    Change vs previous 13F -19,840 shares

    0.09% of the 13F portfolio, value $17,132,250.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 202,506 shares
    Change vs previous 13F -29,728 shares

    0.11% of the 13F portfolio, value $17,820,526.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 232,234 shares
    Change vs previous 13F +8,909 shares

    0.13% of the 13F portfolio, value $21,533,905.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    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 223,325 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $21,651,398.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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