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SageView Advisory Group, LLC: MOAT position timeline

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

SageView Advisory Group, LLC held 15,999 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,999 shares
    Change vs previous 13F -445 shares

    0.05% of the 13F portfolio, value $1,663,209.

    13F-HR 0001172661-26-003218 filed by SageView Advisory 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 16,444 shares
    Change vs previous 13F -106 shares

    0.06% of the 13F portfolio, value $1,590,091.

    13F-HR 0001172661-26-003214 filed by SageView Advisory 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 16,550 shares
    Change vs previous 13F +2,189 shares

    0.06% of the 13F portfolio, value $1,713,871.

    13F-HR 0001914558-26-000002 filed by SageView Advisory 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 14,361 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $1,423,304.

    13F-HR 0001172661-25-004748 filed by SageView Advisory 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 14,385 shares
    Change vs previous 13F -2,286 shares

    0.05% of the 13F portfolio, value $1,424,676.

    13F-HR 0001172661-25-003226 filed by SageView Advisory 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 16,671 shares
    Change vs previous 13F -1,108 shares

    0.06% of the 13F portfolio, value $1,467,035.

    13F-HR 0001172661-25-002419 filed by SageView Advisory 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 17,779 shares
    Change vs previous 13F +7,732 shares

    0.07% of the 13F portfolio, value $1,648,545.

    13F-HR 0001172661-25-000782 filed by SageView Advisory 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 10,047 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $974,094.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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