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Whipplewood Advisors, LLC: MOAT position timeline

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

Whipplewood Advisors, LLC held 9,736 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,736 shares
    Change vs previous 13F -730 shares

    0.68% of the 13F portfolio, value $1,012,155.

    13F-HR 0002052510-26-000003 filed by Whipplewood 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 10,466 shares
    Change vs previous 13F -206 shares

    0.53% of the 13F portfolio, value $1,012,062.

    13F-HR 0002052510-26-000002 filed by Whipplewood 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 10,672 shares
    Change vs previous 13F -145 shares

    0.71% of the 13F portfolio, value $1,105,192.

    13F-HR 0002052510-26-000001 filed by Whipplewood 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 10,817 shares
    Change vs previous 13F -1,391 shares

    0.71% of the 13F portfolio, value $1,072,073.

    13F-HR 0002052510-25-000006 filed by Whipplewood 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 12,208 shares
    Change vs previous 13F +11,813 shares

    0.63% of the 13F portfolio, value $1,144,988.

    13F-HR 0002052510-25-000003 filed by Whipplewood 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 395 shares
    Change vs previous 13F -22,419 shares

    1.41% of the 13F portfolio, value $1,981,936.

    13F-HR 0002052510-25-000002 filed by Whipplewood 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 22,814 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,115,428.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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