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Disclosery

PKS Advisory Services, LLC: MOAT position timeline

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

PKS Advisory Services, LLC held 14,757 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 14,757 shares
    Change vs previous 13F +294 shares

    0.24% of the 13F portfolio, value $1,534,184.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 14,463 shares
    Change vs previous 13F +200 shares

    0.33% of the 13F portfolio, value $1,398,612.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 14,263 shares
    Change vs previous 13F -192 shares

    0.34% of the 13F portfolio, value $1,477,119.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 14,455 shares
    Change vs previous 13F +330 shares

    0.3% of the 13F portfolio, value $1,432,625.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 14,125 shares
    Change vs previous 13F -849 shares

    0.34% of the 13F portfolio, value $1,324,775.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 14,974 shares
    Change vs previous 13F +3,160 shares

    0.36% of the 13F portfolio, value $1,314,847.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 11,814 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,095,506.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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