Skip to content
Disclosery

M3 Advisory Group, LLC: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M3 Advisory Group, LLC on MOAT, newest first. How the timeline and the estimate are built.

M3 Advisory Group, LLC held 16,624 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 16,624 shares
    Change vs previous 13F +967 shares

    0.9% of the 13F portfolio, value $1,728,268.

    13F-HR 0001951757-26-001045 filed by M3 Advisory 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 ended2026-03-31
    13F 15,657 shares
    Change vs previous 13F +618 shares

    0.93% of the 13F portfolio, value $1,514,066.

    13F-HR 0001951757-26-000697 filed by M3 Advisory 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 ended2025-12-31
    13F 15,039 shares
    Change vs previous 13F +527 shares

    0.95% of the 13F portfolio, value $1,557,476.

    13F-HR 0001951757-26-000209 filed by M3 Advisory 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 ended2025-09-30
    13F 14,512 shares
    Change vs previous 13F +815 shares

    0.9% of the 13F portfolio, value $1,438,298.

    13F-HR 0001951757-25-001363 filed by M3 Advisory Group, 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 13,697 shares
    Change vs previous 13F +380 shares

    0.89% of the 13F portfolio, value $1,284,655.

    13F-HR 0001951757-25-000967 filed by M3 Advisory Group, 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 13,317 shares
    Change vs previous 13F +210 shares

    0.93% of the 13F portfolio, value $1,171,908.

    13F-HR 0001951757-25-000419 filed by M3 Advisory Group, 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 13,107 shares
    Change vs previous 13F +516 shares

    0.87% of the 13F portfolio, value $1,215,360.

    13F-HR 0001951757-25-000083 filed by M3 Advisory Group, 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 12,591 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,220,649.

    13F-HR 0001951757-24-001062 filed by M3 Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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