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Summit Trail Advisors, LLC: MOAT position timeline

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

Summit Trail Advisors, LLC held 9,942 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,942 shares
    Change vs previous 13F -3,932 shares

    0.01% of the 13F portfolio, value $1,033,570.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 13,874 shares
    Change vs previous 13F -3,140 shares

    0.02% of the 13F portfolio, value $1,341,616.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 17,014 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $1,761,970.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 17,122 shares
    Change vs previous 13F -812 shares

    0.02% of the 13F portfolio, value $1,696,961.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 17,934 shares
    Change vs previous 13F -2,007 shares

    0.03% of the 13F portfolio, value $1,682,030.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 19,941 shares
    Change vs previous 13F -3,262 shares

    0.06% of the 13F portfolio, value $1,754,808.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 23,203 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,151,498.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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