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LAKE STREET ADVISORS GROUP, LLC: MOAT position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 5,885 MOAT shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,885 shares
    Change vs previous 13F +79 shares

    0.03% of the 13F portfolio, value $545,654.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,806 shares
    Change vs previous 13F +1,231 shares

    0.03% of the 13F portfolio, value $562,912.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 4,575 shares
    Change vs previous 13F +1,034 shares

    0.02% of the 13F portfolio, value $396,259.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,541 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,355.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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