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PALO ALTO WEALTH ADVISORS, LLC: MOAT position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 114,061 MOAT shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 114,061 shares
    Change vs previous 13F -13,469 shares

    3.38% of the 13F portfolio, value $11,589,780.

    13F-HR 0001951757-25-001406 filed by PALO ALTO 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 ended2025-06-30
    13F 127,530 shares
    Change vs previous 13F -17,462 shares

    4.52% of the 13F portfolio, value $11,961,004.

    13F-HR 0001951757-25-001091 filed by PALO ALTO 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 ended2025-03-31
    13F 144,992 shares
    Change vs previous 13F -161,682 shares

    5.14% of the 13F portfolio, value $13,176,869.

    13F-HR 0001951757-25-000562 filed by PALO ALTO 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 ended2024-12-31
    13F 306,674 shares
    Change vs previous 13F -4,566 shares

    9.98% of the 13F portfolio, value $28,436,375.

    13F-HR 0001951757-25-000266 filed by PALO ALTO 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 ended2024-09-30
    13F 311,240 shares
    Change vs previous 13F -6,531 shares

    12.5% of the 13F portfolio, value $30,190,280.

    13F-HR 0001951757-24-001178 filed by PALO ALTO 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 ended2024-06-30
    13F 317,771 shares
    Change vs previous 13F -3,862 shares

    19.02% of the 13F portfolio, value $27,522,146.

    13F-HR 0001951757-24-000747 filed by PALO ALTO 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 ended2024-03-31
    13F 321,633 shares
    Change vs previous 13F +16,615 shares

    20.39% of the 13F portfolio, value $28,914,807.

    13F-HR 0001951757-24-000420 filed by PALO ALTO 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 ended2023-12-31
    13F 305,018 shares
    Change vs previous 13F not available

    19.57% of the 13F portfolio, value $25,886,878.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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