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Disclosery

PFG Investments, LLC: MOAT position timeline

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

PFG Investments, LLC held 9,681 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,681 shares
    Change vs previous 13F -1,726 shares

    0.04% of the 13F portfolio, value $1,006,415.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 11,407 shares
    Change vs previous 13F -611 shares

    0.05% of the 13F portfolio, value $1,103,009.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 12,018 shares
    Change vs previous 13F +516 shares

    0.06% of the 13F portfolio, value $1,244,532.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 11,502 shares
    Change vs previous 13F -364 shares

    0.06% of the 13F portfolio, value $1,139,922.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 11,866 shares
    Change vs previous 13F -171 shares

    0.07% of the 13F portfolio, value $1,112,921.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 12,037 shares
    Change vs previous 13F +220 shares

    0.07% of the 13F portfolio, value $1,059,224.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 11,817 shares
    Change vs previous 13F +121 shares

    0.07% of the 13F portfolio, value $1,095,697.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 11,696 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,133,927.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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