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New England Private Wealth Advisors LLC: MOAT position timeline

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

New England Private Wealth Advisors LLC held 163,882 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,882 shares
    Change vs previous 13F -8,201 shares

    1.66% of the 13F portfolio, value $17,135,703.

    13F-HR 0001582813-26-000005 filed by New England Private 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 172,083 shares
    Change vs previous 13F -6,389 shares

    1.92% of the 13F portfolio, value $16,640,400.

    13F-HR 0001582813-26-000003 filed by New England Private 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/A 178,472 shares
    Change vs previous 13F -1,044 shares

    2.3% of the 13F portfolio, value $18,482,487.

    13F-HR/A 0001582813-26-000002 filed by New England Private 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 179,516 shares
    Change vs previous 13F +16,582 shares

    2.34% of the 13F portfolio, value $17,791,844.

    13F-HR 0001582813-25-000003 filed by New England Private 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 162,934 shares
    Change vs previous 13F -10,463 shares

    2.34% of the 13F portfolio, value $16,000,113.

    13F-HR 0001085146-25-004653 filed by New England Private 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 173,397 shares
    Change vs previous 13F -4,089 shares

    2.36% of the 13F portfolio, value $15,258,963.

    13F-HR 0001085146-25-002766 filed by New England Private 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 177,486 shares
    Change vs previous 13F -48,851 shares

    2.61% of the 13F portfolio, value $16,457,369.

    13F-HR 0001085146-25-000908 filed by New England Private 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 226,337 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $21,943,331.

    13F-HR 0001085146-24-005415 filed by New England Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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