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Etesian Wealth Advisors, Inc.: MOAT position timeline

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

Etesian Wealth Advisors, Inc. held 186,600 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,600 shares
    Change vs previous 13F -9,764 shares

    5.73% of the 13F portfolio, value $19,398,963.

    13F-HR 0002085853-26-000840 filed by Etesian Wealth 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 ended2026-03-31
    13F 196,364 shares
    Change vs previous 13F +5,063 shares

    6.06% of the 13F portfolio, value $18,988,424.

    13F-HR 0002085853-26-000470 filed by Etesian Wealth 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 ended2025-12-31
    13F 191,301 shares
    Change vs previous 13F +2,066 shares

    6.21% of the 13F portfolio, value $19,811,158.

    13F-HR 0002085853-26-000242 filed by Etesian Wealth 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 ended2025-09-30
    13F 189,235 shares
    Change vs previous 13F +9,421 shares

    6.19% of the 13F portfolio, value $18,755,061.

    13F-HR 0002085853-25-000147 filed by Etesian Wealth 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 ended2025-06-30
    13F 179,814 shares
    Change vs previous 13F +17,609 shares

    6.29% of the 13F portfolio, value $16,864,736.

    13F-HR 0001667731-25-000935 filed by Etesian Wealth 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 ended2025-03-31
    13F 162,205 shares
    Change vs previous 13F +16,427 shares

    6.15% of the 13F portfolio, value $14,274,022.

    13F-HR 0001667731-25-000509 filed by Etesian Wealth 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 ended2024-12-31
    13F 145,778 shares
    Change vs previous 13F +24,880 shares

    5.98% of the 13F portfolio, value $13,517,247.

    13F-HR 0001667731-25-000139 filed by Etesian Wealth 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 ended2024-09-30
    13F 120,898 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $11,721,025.

    13F-HR 0001997586-24-000011 filed by Etesian Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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