MONETA GROUP INVESTMENT ADVISORS LLC: BG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETA GROUP INVESTMENT ADVISORS LLC on BG, newest first. How the timeline and the estimate are built.
MONETA GROUP INVESTMENT ADVISORS LLC held 3,201 BG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,201 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $341,674.
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 3,200 sharesChange vs previous 13F -2,997 shares
<0.01% of the 13F portfolio, value $406,994.
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 6,197 sharesChange vs previous 13F -24 shares
<0.01% of the 13F portfolio, value $552,022.
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 6,221 sharesChange vs previous 13F +30 shares
<0.01% of the 13F portfolio, value $505,462.
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 6,191 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $497,018.
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 6,190 sharesChange vs previous 13F +2,691 shares
0.01% of the 13F portfolio, value $473,040.
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 3,499 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $272,082.
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).
- period ended2024-09-3013F 3,500 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $338,240.
13F-HR 0001120927-24-000005 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).