Skip to content
Disclosery

Fermata Advisors, LLC: MOAT position timeline

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

Fermata Advisors, LLC held 122,411 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,411 shares
    Change vs previous 13F -1,829 shares

    2.57% of the 13F portfolio, value $12,725,885.

    13F-HR 0001859259-26-000003 filed by Fermata 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 124,240 shares
    Change vs previous 13F -830 shares

    2.71% of the 13F portfolio, value $12,013,970.

    13F-HR 0001859259-26-000002 filed by Fermata 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 125,070 shares
    Change vs previous 13F +3,073 shares

    3.11% of the 13F portfolio, value $12,952,230.

    13F-HR 0001859259-26-000001 filed by Fermata 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 ended2025-09-30
    13F 121,997 shares
    Change vs previous 13F -4,610 shares

    3.07% of the 13F portfolio, value $12,091,170.

    13F-HR 0001085146-25-005870 filed by Fermata Advisors, 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 126,607 shares
    Change vs previous 13F -11,333 shares

    3.17% of the 13F portfolio, value $11,874,463.

    13F-HR 0001085146-25-003629 filed by Fermata 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 ended2025-03-31
    13F 137,940 shares
    Change vs previous 13F +6,444 shares

    2.2% of the 13F portfolio, value $12,138,695.

    13F-HR 0001085146-25-002025 filed by Fermata Advisors, 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 131,496 shares
    Change vs previous 13F +20,183 shares

    2.28% of the 13F portfolio, value $12,192,969.

    13F-HR 0001085146-25-000208 filed by Fermata Advisors, 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 111,313 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $10,791,789.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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