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Moss Adams Wealth Advisors LLC: PAVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moss Adams Wealth Advisors LLC on PAVE, newest first. How the timeline and the estimate are built.

Moss Adams Wealth Advisors LLC held 1,847,570 PAVE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,847,570 shares
    Change vs previous 13F +30,612 shares

    6.81% of the 13F portfolio, value $109,020,340.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 1,816,958 shares
    Change vs previous 13F +52,695 shares

    6.75% of the 13F portfolio, value $92,319,662.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 1,764,263 shares
    Change vs previous 13F +638,160 shares

    6.15% of the 13F portfolio, value $84,795,994.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 1,126,103 shares
    Change vs previous 13F +84,906 shares

    4.18% of the 13F portfolio, value $53,636,309.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 1,041,197 shares
    Change vs previous 13F +15,268 shares

    4.13% of the 13F portfolio, value $45,468,649.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 1,025,929 shares
    Change vs previous 13F +50,231 shares

    4.08% of the 13F portfolio, value $38,708,311.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 975,698 shares
    Change vs previous 13F +10,056 shares

    4.18% of the 13F portfolio, value $39,536,240.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 965,642 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $39,745,831.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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