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Sterling Investment Advisors, Ltd.: MOAT position timeline

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

Sterling Investment Advisors, Ltd. held 36,574 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,574 shares
    Change vs previous 13F -8,065 shares

    0.64% of the 13F portfolio, value $3,802,282.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 44,639 shares
    Change vs previous 13F -2,510 shares

    0.78% of the 13F portfolio, value $4,316,637.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 47,149 shares
    Change vs previous 13F -889 shares

    0.9% of the 13F portfolio, value $4,882,800.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 48,038 shares
    Change vs previous 13F -9,270 shares

    0.93% of the 13F portfolio, value $4,761,046.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 57,308 shares
    Change vs previous 13F -8,002 shares

    1.18% of the 13F portfolio, value $5,374,917.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 65,310 shares
    Change vs previous 13F -8,095 shares

    1.38% of the 13F portfolio, value $5,747,280.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 73,405 shares
    Change vs previous 13F +4,080 shares

    1.65% of the 13F portfolio, value $6,806,479.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 69,325 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $6,721,059.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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