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MAGNOLIA CAPITAL ADVISORS LLC: MOAT position timeline

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

MAGNOLIA CAPITAL ADVISORS LLC held 34,623 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,623 shares
    Change vs previous 13F -3,341 shares

    0.62% of the 13F portfolio, value $3,599,407.

    13F-HR 0001765380-26-000400 filed by MAGNOLIA CAPITAL ADVISORS 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 37,964 shares
    Change vs previous 13F -46,517 shares

    0.72% of the 13F portfolio, value $3,671,124.

    13F-HR 0001765380-26-000216 filed by MAGNOLIA CAPITAL ADVISORS 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 84,481 shares
    Change vs previous 13F +31,878 shares

    1.84% of the 13F portfolio, value $8,748,827.

    13F-HR 0001803662-26-000001 filed by MAGNOLIA CAPITAL ADVISORS 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 52,603 shares
    Change vs previous 13F -31,837 shares

    1.36% of the 13F portfolio, value $5,213,483.

    13F-HR 0001803662-25-000008 filed by MAGNOLIA CAPITAL ADVISORS 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 84,440 shares
    Change vs previous 13F -8,222 shares

    1.99% of the 13F portfolio, value $7,919,628.

    13F-HR 0001803662-25-000006 filed by MAGNOLIA CAPITAL ADVISORS 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 92,662 shares
    Change vs previous 13F +6,502 shares

    2.22% of the 13F portfolio, value $8,154,229.

    13F-HR 0001803662-25-000005 filed by MAGNOLIA CAPITAL ADVISORS 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/A 86,160 shares
    Change vs previous 13F +2,263 shares

    2.07% of the 13F portfolio, value $7,989,157.

    13F-HR/A 0001803662-25-000004 filed by MAGNOLIA CAPITAL ADVISORS 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 83,897 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $8,133,814.

    13F-HR 0001803662-24-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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