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Private Advisor Group, LLC: MOAT position timeline

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

Private Advisor Group, LLC held 255,291 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 255,291 shares
    Change vs previous 13F -123,769 shares

    0.12% of the 13F portfolio, value $26,540,077.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 379,060 shares
    Change vs previous 13F -16,265 shares

    0.17% of the 13F portfolio, value $36,655,159.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 395,325 shares
    Change vs previous 13F -2,468 shares

    0.19% of the 13F portfolio, value $40,939,885.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 397,793 shares
    Change vs previous 13F -14,411 shares

    0.19% of the 13F portfolio, value $39,425,293.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 412,204 shares
    Change vs previous 13F -63,301 shares

    0.21% of the 13F portfolio, value $38,660,696.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 475,505 shares
    Change vs previous 13F -48,962 shares

    0.25% of the 13F portfolio, value $41,844,397.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 524,467 shares
    Change vs previous 13F -36,072 shares

    0.27% of the 13F portfolio, value $48,631,311.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 560,539 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $54,344,355.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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