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Disclosery

Gladstone Institutional Advisory LLC: MOAT position timeline

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

Gladstone Institutional Advisory LLC held 45,920 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 45,920 shares
    Change vs previous 13F -4,234 shares

    0.15% of the 13F portfolio, value $4,773,869.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional 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 50,154 shares
    Change vs previous 13F -10,667 shares

    0.18% of the 13F portfolio, value $4,849,960.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional 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 60,821 shares
    Change vs previous 13F -666 shares

    0.24% of the 13F portfolio, value $6,298,657.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional 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 61,487 shares
    Change vs previous 13F -387 shares

    0.23% of the 13F portfolio, value $6,094,000.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional 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 61,874 shares
    Change vs previous 13F -131 shares

    0.24% of the 13F portfolio, value $5,803,146.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional 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 62,005 shares
    Change vs previous 13F +5,924 shares

    0.25% of the 13F portfolio, value $5,456,439.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional 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 56,081 shares
    Change vs previous 13F +7,132 shares

    0.24% of the 13F portfolio, value $5,200,109.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional 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 48,949 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,745,648.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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