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Sequoia Financial Advisors, LLC: MOAT position timeline

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

Sequoia Financial Advisors, LLC held 133,862 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,862 shares
    Change vs previous 13F +2,533 shares

    0.07% of the 13F portfolio, value $13,916,297.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 131,329 shares
    Change vs previous 13F -21,910 shares

    0.07% of the 13F portfolio, value $12,699,473.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 153,239 shares
    Change vs previous 13F -29,157 shares

    0.09% of the 13F portfolio, value $15,869,395.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 182,396 shares
    Change vs previous 13F -25,692 shares

    0.11% of the 13F portfolio, value $18,077,314.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 208,088 shares
    Change vs previous 13F -16,827 shares

    0.13% of the 13F portfolio, value $19,516,593.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 224,915 shares
    Change vs previous 13F -5,481 shares

    0.15% of the 13F portfolio, value $19,792,497.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 230,396 shares
    Change vs previous 13F -141,631 shares

    0.21% of the 13F portfolio, value $21,363,503.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 372,027 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $36,067,972.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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