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Foundations Investment Advisors, LLC: MOAT position timeline

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

Foundations Investment Advisors, LLC held 81,772 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,772 shares
    Change vs previous 13F +6,021 shares

    0.09% of the 13F portfolio, value $8,501,039.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 75,751 shares
    Change vs previous 13F +11,615 shares

    0.09% of the 13F portfolio, value $7,325,109.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 64,136 shares
    Change vs previous 13F +6,222 shares

    0.09% of the 13F portfolio, value $6,641,904.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 57,914 shares
    Change vs previous 13F +1,869 shares

    0.08% of the 13F portfolio, value $5,739,839.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 56,045 shares
    Change vs previous 13F +8,974 shares

    0.08% of the 13F portfolio, value $5,256,469.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 47,071 shares
    Change vs previous 13F +2,578 shares

    0.08% of the 13F portfolio, value $4,142,275.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 44,493 shares
    Change vs previous 13F +5,394 shares

    0.08% of the 13F portfolio, value $4,125,610.

    13F-HR 0001085146-25-000406 filed by Foundations Investment 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 39,099 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,790,675.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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