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MERCER GLOBAL ADVISORS INC /ADV: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on MOAT, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 309,771 MOAT shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 309,771 shares
    Change vs previous 13F -13,038 shares

    0.04% of the 13F portfolio, value $32,203,844.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 322,809 shares
    Change vs previous 13F -343,025 shares

    0.05% of the 13F portfolio, value $31,215,653.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 665,834 shares
    Change vs previous 13F -128,782 shares

    0.11% of the 13F portfolio, value $68,953,771.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 794,616 shares
    Change vs previous 13F +750,236 shares

    0.13% of the 13F portfolio, value $78,726,616.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 44,380 shares
    Change vs previous 13F -892 shares

    0.01% of the 13F portfolio, value $4,162,365.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 45,272 shares
    Change vs previous 13F -2,138 shares

    0.01% of the 13F portfolio, value $3,983,955.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 47,410 shares
    Change vs previous 13F -3,470 shares

    0.01% of the 13F portfolio, value $4,396,089.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    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 50,880 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,903,722.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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