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Mutual Advisors, LLC: MOAT position timeline

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

Mutual Advisors, LLC held 24,145 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 24,145 shares
    Change vs previous 13F -1,845 shares

    0.05% of the 13F portfolio, value $2,510,130.

    13F-HR 0001986152-26-000154 filed by Mutual 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 25,990 shares
    Change vs previous 13F -1,420 shares

    0.05% of the 13F portfolio, value $2,513,186.

    13F-HR 0001986152-26-000054 filed by Mutual 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 27,410 shares
    Change vs previous 13F -8,994 shares

    0.06% of the 13F portfolio, value $2,838,541.

    13F-HR 0001986152-26-000005 filed by Mutual 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 36,404 shares
    Change vs previous 13F -4,793 shares

    0.08% of the 13F portfolio, value $3,732,842.

    13F-HR 0001986152-25-000100 filed by Mutual 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 41,197 shares
    Change vs previous 13F -6,549 shares

    0.1% of the 13F portfolio, value $4,087,152.

    13F-HR 0001986152-25-000050 filed by Mutual 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 47,746 shares
    Change vs previous 13F -406 shares

    0.12% of the 13F portfolio, value $4,063,151.

    13F-HR 0001986152-25-000037 filed by Mutual 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 48,152 shares
    Change vs previous 13F -141 shares

    0.13% of the 13F portfolio, value $4,508,499.

    13F-HR 0001986152-25-000002 filed by Mutual 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 48,293 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,630,833.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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