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Elevated Capital Advisors, LLC: MOAT position timeline

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

Elevated Capital Advisors, LLC held 1,666 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,666 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $173,197.

    13F-HR 0001802387-26-000003 filed by Elevated Capital Advisors, 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 1,668 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $161,296.

    13F-HR 0001802387-26-000002 filed by Elevated Capital Advisors, 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 1,681 shares
    Change vs previous 13F +1,681 shares

    0.04% of the 13F portfolio, value $174,084.

    13F-HR 0001802387-26-000001 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,258 shares

    13F-HR 0001802387-25-000002 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 2,258 shares
    Change vs previous 13F -4,416 shares

    0.06% of the 13F portfolio, value $209,373.

    13F-HR 0001802387-25-000001 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,674 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $647,044.

    13F-HR 0001802387-24-000004 filed by Elevated Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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