Skip to content
Disclosery

PEAK FINANCIAL ADVISORS LLC: MOAT position timeline

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

PEAK FINANCIAL ADVISORS LLC held 8,740 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,740 shares
    Change vs previous 13F -800 shares

    0.38% of the 13F portfolio, value $908,610.

    13F-HR 0001843309-26-000008 filed by PEAK FINANCIAL 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 9,540 shares
    Change vs previous 13F -1,887 shares

    0.41% of the 13F portfolio, value $922,518.

    13F-HR 0001843309-26-000006 filed by PEAK FINANCIAL 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 11,427 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,183,380.

    13F-HR 0001843309-26-000002 filed by PEAK FINANCIAL 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 11,427 shares
    Change vs previous 13F -1,305 shares

    0.54% of the 13F portfolio, value $1,132,530.

    13F-HR 0001843309-25-000012 filed by PEAK FINANCIAL 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 12,732 shares
    Change vs previous 13F -9,777 shares

    0.61% of the 13F portfolio, value $1,194,134.

    13F-HR 0001843309-25-000007 filed by PEAK FINANCIAL 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 22,509 shares
    Change vs previous 13F -20,333 shares

    1.01% of the 13F portfolio, value $1,980,792.

    13F-HR 0001843309-25-000005 filed by PEAK FINANCIAL 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 42,842 shares
    Change vs previous 13F -222 shares

    2.07% of the 13F portfolio, value $3,972,554.

    13F-HR 0001843309-25-000002 filed by PEAK FINANCIAL 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 43,064 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,175,055.

    13F-HR 0001843309-24-000008 filed by PEAK FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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