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Disclosery

PSI Advisors, LLC: MOAT position timeline

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

PSI Advisors, LLC held 35,398 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 35,398 shares
    Change vs previous 13F -8,971 shares

    0.85% of the 13F portfolio, value $3,679,950.

    13F-HR 0001779040-26-000004 filed by PSI 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 44,369 shares
    Change vs previous 13F -230 shares

    1.03% of the 13F portfolio, value $4,290,492.

    13F-HR 0001779040-26-000002 filed by PSI 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 44,599 shares
    Change vs previous 13F +422 shares

    1.16% of the 13F portfolio, value $4,618,670.

    13F-HR 0001779040-26-000001 filed by PSI 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 44,177 shares
    Change vs previous 13F -40,355 shares

    1.13% of the 13F portfolio, value $4,378,422.

    13F-HR 0001779040-25-000007 filed by PSI 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 84,532 shares
    Change vs previous 13F +44,031 shares

    3.89% of the 13F portfolio, value $7,928,317.

    13F-HR 0001779040-25-000005 filed by PSI 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 40,501 shares
    Change vs previous 13F -4,619 shares

    1.16% of the 13F portfolio, value $3,564,116.

    13F-HR 0001779040-25-000003 filed by PSI 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 45,120 shares
    Change vs previous 13F +4,855 shares

    1.24% of the 13F portfolio, value $4,183,736.

    13F-HR 0001779040-25-000001 filed by PSI 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 40,265 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,903,684.

    13F-HR 0001779040-24-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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