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DHK Financial Advisors, Inc.: MOAT position timeline

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

DHK Financial Advisors, Inc. held 26,666 MOAT shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 26,666 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $2,501,033.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 26,666 shares
    Change vs previous 13F -34,350 shares

    1.29% of the 13F portfolio, value $2,346,635.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 61,016 shares
    Change vs previous 13F +816 shares

    3.43% of the 13F portfolio, value $5,657,737.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 60,200 shares
    Change vs previous 13F 0 shares

    3.58% of the 13F portfolio, value $5,836,390.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 60,200 shares
    Change vs previous 13F -24,201 shares

    3.64% of the 13F portfolio, value $5,213,922.

    13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 84,401 shares
    Change vs previous 13F -8,920 shares

    5.37% of the 13F portfolio, value $7,587,613.

    13F-HR 0001951757-24-000445 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 93,321 shares
    Change vs previous 13F +207 shares

    5.94% of the 13F portfolio, value $7,920,119.

    13F-HR 0001951757-24-000120 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 93,114 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $7,060,624.

    13F-HR 0001951757-23-000666 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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