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Disclosery

Realta Investment Advisors: MOAT position timeline

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

Realta Investment Advisors held 7,852 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,852 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $830,035.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,852 shares
    Change vs previous 13F -13,238 shares

    0.25% of the 13F portfolio, value $816,294.

    13F-HR 0001398344-26-012286 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,090 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $2,039,403.

    13F-HR 0001398344-26-006814 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,090 shares
    Change vs previous 13F -1,302 shares

    0.72% of the 13F portfolio, value $2,184,080.

    13F-HR 0001398344-26-000878 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,392 shares
    Change vs previous 13F -130 shares

    0.74% of the 13F portfolio, value $2,219,271.

    13F-HR 0001398344-25-019615 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,522 shares
    Change vs previous 13F -170 shares

    0.83% of the 13F portfolio, value $2,112,338.

    13F-HR 0001398344-25-013484 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,692 shares
    Change vs previous 13F -5,231 shares

    0.91% of the 13F portfolio, value $1,996,896.

    13F-HR 0001398344-25-008338 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,923 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,587,066.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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