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FIDUCIARY FINANCIAL GROUP, LLC: MOAT position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 10,966 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,966 shares
    Change vs previous 13F -491 shares

    0.14% of the 13F portfolio, value $1,159,217.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,457 shares
    Change vs previous 13F -4 shares

    0.13% of the 13F portfolio, value $1,191,071.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,461 shares
    Change vs previous 13F -1,335 shares

    0.15% of the 13F portfolio, value $1,108,280.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,796 shares
    Change vs previous 13F -728 shares

    0.19% of the 13F portfolio, value $1,325,155.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,524 shares
    Change vs previous 13F -2,423 shares

    0.21% of the 13F portfolio, value $1,340,341.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,947 shares
    Change vs previous 13F -182,463 shares

    0.28% of the 13F portfolio, value $1,522,438.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 198,410 shares
    Change vs previous 13F -4,773 shares

    3.45% of the 13F portfolio, value $15,854,925.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 203,183 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $18,516,046.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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