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Provenance Wealth Advisors, LLC: MOAT position timeline

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

Provenance Wealth Advisors, LLC held 844,350 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 844,350 shares
    Change vs previous 13F -21,662 shares

    8.36% of the 13F portfolio, value $87,778,608.

    13F-HR 0002081584-26-000004 filed by Provenance 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 ended2026-03-31
    13F 866,012 shares
    Change vs previous 13F -25,297 shares

    8.87% of the 13F portfolio, value $83,743,344.

    13F-HR 0002081584-26-000003 filed by Provenance 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 ended2025-12-31
    13F 891,309 shares
    Change vs previous 13F -21,568 shares

    10.23% of the 13F portfolio, value $92,303,941.

    13F-HR 0002081584-26-000001 filed by Provenance 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 ended2025-09-30
    13F 912,877 shares
    Change vs previous 13F -5,819 shares

    11.69% of the 13F portfolio, value $90,475,240.

    13F-HR 0002081584-25-000010 filed by Provenance 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 ended2025-06-30
    13F 918,696 shares
    Change vs previous 13F -195,957 shares

    12.38% of the 13F portfolio, value $86,164,498.

    13F-HR 0001932363-25-000002 filed by Provenance 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 ended2025-03-31
    13F 1,114,653 shares
    Change vs previous 13F -24,019 shares

    14.11% of the 13F portfolio, value $98,089,469.

    13F-HR 0002081584-25-000007 filed by Provenance 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 ended2024-12-31
    13F 1,138,672 shares
    Change vs previous 13F -8,270 shares

    13.64% of the 13F portfolio, value $105,583,397.

    13F-HR 0002081584-25-000006 filed by Provenance 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 ended2024-09-30
    13F 1,146,942 shares
    Change vs previous 13F not available

    13.89% of the 13F portfolio, value $111,196,025.

    13F-HR 0002081584-25-000005 filed by Provenance Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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