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NewEdge Advisors, LLC: MOAT position timeline

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

NewEdge Advisors, LLC held 279,802 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,802 shares
    Change vs previous 13F +7,915 shares

    0.09% of the 13F portfolio, value $29,088,167.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 271,887 shares
    Change vs previous 13F +14,390 shares

    0.09% of the 13F portfolio, value $26,291,512.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 257,497 shares
    Change vs previous 13F -676 shares

    0.1% of the 13F portfolio, value $26,666,367.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 258,173 shares
    Change vs previous 13F +107,159 shares

    0.12% of the 13F portfolio, value $25,587,452.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 151,014 shares
    Change vs previous 13F -10,265 shares

    0.07% of the 13F portfolio, value $14,163,598.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 161,279 shares
    Change vs previous 13F +50,156 shares

    0.08% of the 13F portfolio, value $14,192,533.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 111,123 shares
    Change vs previous 13F +1,241 shares

    0.06% of the 13F portfolio, value $10,303,911.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 109,882 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $10,653,125.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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