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Disclosery

Sigma Planning Corp: MOAT position timeline

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

Sigma Planning Corp held 73,341 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,341 shares
    Change vs previous 13F +1,287 shares

    0.19% of the 13F portfolio, value $7,624,535.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 72,054 shares
    Change vs previous 13F -4,343 shares

    0.19% of the 13F portfolio, value $6,967,601.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 76,397 shares
    Change vs previous 13F -21,303 shares

    0.22% of the 13F portfolio, value $7,911,546.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 97,700 shares
    Change vs previous 13F -19,998 shares

    0.28% of the 13F portfolio, value $9,683,081.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 117,698 shares
    Change vs previous 13F -68,222 shares

    0.33% of the 13F portfolio, value $11,038,871.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 185,920 shares
    Change vs previous 13F -15,554 shares

    0.52% of the 13F portfolio, value $16,360,943.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 201,474 shares
    Change vs previous 13F +2,866 shares

    0.59% of the 13F portfolio, value $18,681,649.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 198,608 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $19,255,088.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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