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Disclosery

JNBA Financial Advisors: MOAT position timeline

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

JNBA Financial Advisors held 338,932 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,932 shares
    Change vs previous 13F -19,134 shares

    2.67% of the 13F portfolio, value $35,235,422.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 358,066 shares
    Change vs previous 13F -16,538 shares

    2.88% of the 13F portfolio, value $34,625,030.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 374,604 shares
    Change vs previous 13F -8,186 shares

    3.39% of the 13F portfolio, value $38,794,042.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 382,790 shares
    Change vs previous 13F -8,815 shares

    3.45% of the 13F portfolio, value $37,938,280.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 391,605 shares
    Change vs previous 13F -257,899 shares

    3.53% of the 13F portfolio, value $36,728,640.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 649,504 shares
    Change vs previous 13F -170,928 shares

    5.93% of the 13F portfolio, value $57,156,374.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 820,432 shares
    Change vs previous 13F +4,693 shares

    7.77% of the 13F portfolio, value $76,074,535.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 815,739 shares
    Change vs previous 13F not available

    7.96% of the 13F portfolio, value $79,085,893.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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