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Disclosery

ProVise Management Group, LLC: MOAT position timeline

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

ProVise Management Group, LLC held 6,281 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,281 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $652,973.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 6,381 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $617,043.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 6,381 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $660,816.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 6,581 shares
    Change vs previous 13F -195 shares

    0.05% of the 13F portfolio, value $652,243.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 6,776 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $635,521.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 7,776 shares
    Change vs previous 13F -1,284 shares

    0.06% of the 13F portfolio, value $684,288.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 9,060 shares
    Change vs previous 13F -1,855 shares

    0.07% of the 13F portfolio, value $840,089.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 10,915 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,058,209.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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