Skip to content
Disclosery

IFP Advisors, Inc: MOAT position timeline

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

IFP Advisors, Inc held 152,692 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,692 shares
    Change vs previous 13F +6,301 shares

    0.29% of the 13F portfolio, value $15,873,860.

    13F-HR 0001641866-26-000004 filed by IFP 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 146,391 shares
    Change vs previous 13F -13,631 shares

    0.29% of the 13F portfolio, value $14,156,010.

    13F-HR 0001641866-26-000003 filed by IFP 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 160,022 shares
    Change vs previous 13F -8,631 shares

    0.37% of the 13F portfolio, value $16,571,878.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 168,653 shares
    Change vs previous 13F -7,103 shares

    0.43% of the 13F portfolio, value $16,715,199.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 175,756 shares
    Change vs previous 13F +3,062 shares

    0.47% of the 13F portfolio, value $16,484,176.

    13F-HR 0001641866-25-000009 filed by IFP 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 172,694 shares
    Change vs previous 13F -5,721 shares

    0.47% of the 13F portfolio, value $15,197,163.

    13F-HR 0001641866-25-000006 filed by IFP 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 178,415 shares
    Change vs previous 13F +14,954 shares

    0.54% of the 13F portfolio, value $16,543,624.

    13F-HR 0001641866-25-000004 filed by IFP 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 163,461 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $15,847,198.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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