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KPP Advisory Services LLC: MOAT position timeline

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

KPP Advisory Services LLC held 9,849 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,849 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,023,902.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 9,849 shares
    Change vs previous 13F -41 shares

    0.14% of the 13F portfolio, value $952,398.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 9,890 shares
    Change vs previous 13F -465 shares

    0.15% of the 13F portfolio, value $1,024,209.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 10,355 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,026,286.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 10,355 shares
    Change vs previous 13F -10,800 shares

    0.16% of the 13F portfolio, value $971,195.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 21,155 shares
    Change vs previous 13F -10,540 shares

    0.35% of the 13F portfolio, value $1,861,644.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 31,695 shares
    Change vs previous 13F -371 shares

    0.69% of the 13F portfolio, value $2,938,887.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 32,066 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,108,816.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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