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Strategic Investment Solutions, Inc. /IL: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Solutions, Inc. /IL on MOAT, newest first. How the timeline and the estimate are built.

Strategic Investment Solutions, Inc. /IL held 10,058 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,058 shares
    Change vs previous 13F +94 shares

    0.24% of the 13F portfolio, value $1,045,543.

    13F-HR 0001062993-26-003560 filed by Strategic Investment Solutions, Inc. /IL
    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 9,964 shares
    Change vs previous 13F -16 shares

    0.23% of the 13F portfolio, value $963,436.

    13F-HR 0001062993-26-002253 filed by Strategic Investment Solutions, Inc. /IL
    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 9,980 shares
    Change vs previous 13F +13 shares

    0.25% of the 13F portfolio, value $1,033,442.

    13F-HR 0001062993-26-001194 filed by Strategic Investment Solutions, Inc. /IL
    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 9,967 shares
    Change vs previous 13F -7 shares

    0.26% of the 13F portfolio, value $987,840.

    13F-HR 0001062993-25-017159 filed by Strategic Investment Solutions, Inc. /IL
    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 9,974 shares
    Change vs previous 13F -33 shares

    0.28% of the 13F portfolio, value $935,469.

    13F-HR 0001062993-25-012891 filed by Strategic Investment Solutions, Inc. /IL
    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 10,007 shares
    Change vs previous 13F -1,842 shares

    0.26% of the 13F portfolio, value $880,623.

    13F-HR 0001062993-25-008965 filed by Strategic Investment Solutions, Inc. /IL
    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 11,849 shares
    Change vs previous 13F +548 shares

    0.37% of the 13F portfolio, value $1,094,848.

    13F-HR 0001062993-25-002339 filed by Strategic Investment Solutions, Inc. /IL
    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 11,301 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,095,628.

    13F-HR 0001062993-24-017896 filed by Strategic Investment Solutions, Inc. /IL
    Filed (acceptance time not in the bulk data set), ingested

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