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Disclosery

LPL Financial LLC: MOAT position timeline

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

LPL Financial LLC held 5,225,881 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,225,881 shares
    Change vs previous 13F -604,430 shares

    0.12% of the 13F portfolio, value $543,282,544.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 5,830,311 shares
    Change vs previous 13F -753,346 shares

    0.15% of the 13F portfolio, value $563,791,057.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 6,583,657 shares
    Change vs previous 13F +180,972 shares

    0.19% of the 13F portfolio, value $681,803,431.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 6,402,685 shares
    Change vs previous 13F -158,114 shares

    0.19% of the 13F portfolio, value $634,570,085.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 6,560,799 shares
    Change vs previous 13F -425,365 shares

    0.21% of the 13F portfolio, value $615,337,262.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 6,986,164 shares
    Change vs previous 13F -299,611 shares

    0.24% of the 13F portfolio, value $614,782,365.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 7,285,775 shares
    Change vs previous 13F -591,948 shares

    0.27% of the 13F portfolio, value $675,573,396.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 7,877,723 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $763,745,269.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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