Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: MOAT position timeline

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

Steward Partners Investment Advisory, LLC held 76,461 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,461 shares
    Change vs previous 13F -137,295 shares

    0.04% of the 13F portfolio, value $7,948,932.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 213,756 shares
    Change vs previous 13F +2,564 shares

    0.11% of the 13F portfolio, value $20,670,192.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 211,192 shares
    Change vs previous 13F +3,765 shares

    0.12% of the 13F portfolio, value $21,871,008.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 207,427 shares
    Change vs previous 13F +5,809 shares

    0.12% of the 13F portfolio, value $20,558,125.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 201,618 shares
    Change vs previous 13F -96,666 shares

    0.15% of the 13F portfolio, value $18,909,785.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 298,284 shares
    Change vs previous 13F -7,587 shares

    0.23% of the 13F portfolio, value $26,248,977.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 305,871 shares
    Change vs previous 13F -1,338 shares

    0.25% of the 13F portfolio, value $28,361,873.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 307,209 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $29,783,946.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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