MONETA GROUP INVESTMENT ADVISORS LLC: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on APP, newest first. How the timeline and the estimate are built.
MONETA GROUP INVESTMENT ADVISORS LLC held 5,301 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,301 sharesChange vs previous 13F -39 shares
0.02% of the 13F portfolio, value $2,731,379.
13F-HR 0001120927-26-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,340 sharesChange vs previous 13F +239 shares
0.02% of the 13F portfolio, value $2,125,431.
13F-HR 0001120927-26-000006 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,101 sharesChange vs previous 13F +341 shares
0.03% of the 13F portfolio, value $3,437,194.
13F-HR 0001120927-26-000001 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,760 sharesChange vs previous 13F +546 shares
0.03% of the 13F portfolio, value $3,420,301.
13F-HR 0001120927-25-000008 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,214 sharesChange vs previous 13F +849 shares
0.02% of the 13F portfolio, value $1,475,125.
13F-HR 0001120927-25-000004 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,365 sharesChange vs previous 13F +105 shares
0.01% of the 13F portfolio, value $891,539.
13F-HR 0001120927-25-000003 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,260 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,055,689.
13F-HR 0001120927-25-000002 filed by MONETA GROUP INVESTMENT ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).