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Elevation Capital Advisory, LLC: MOAT position timeline

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

Elevation Capital Advisory, LLC held 12,290 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,290 shares
    Change vs previous 13F -42,841 shares

    0.49% of the 13F portfolio, value $1,277,670.

    13F-HR 0001871112-26-000003 filed by Elevation Capital Advisory, 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 55,131 shares
    Change vs previous 13F -21,031 shares

    2.27% of the 13F portfolio, value $5,331,190.

    13F-HR 0001871112-26-000002 filed by Elevation Capital Advisory, 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 76,162 shares
    Change vs previous 13F +61,040 shares

    3.22% of the 13F portfolio, value $7,887,328.

    13F-HR 0001871112-26-000001 filed by Elevation Capital Advisory, 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 15,122 shares
    Change vs previous 13F -1,211 shares

    0.6% of the 13F portfolio, value $1,498,749.

    13F-HR 0001871112-25-000002 filed by Elevation Capital Advisory, 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 16,333 shares
    Change vs previous 13F -92,203 shares

    0.61% of the 13F portfolio, value $1,531,873.

    13F-HR 0001085146-25-004262 filed by Elevation Capital Advisory, 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 108,536 shares
    Change vs previous 13F +94,627 shares

    4.17% of the 13F portfolio, value $9,551,168.

    13F-HR 0001085146-25-002996 filed by Elevation Capital Advisory, 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 13,909 shares
    Change vs previous 13F -91,914 shares

    0.55% of the 13F portfolio, value $1,289,712.

    13F-HR 0001085146-25-000883 filed by Elevation Capital Advisory, 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 105,823 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $10,259,606.

    13F-HR 0001085146-24-005325 filed by Elevation Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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