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White Knight Strategic Wealth Advisors, LLC: MOAT position timeline

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

White Knight Strategic Wealth Advisors, LLC held 24,413 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,413 shares
    Change vs previous 13F +2,442 shares

    1.78% of the 13F portfolio, value $2,537,975.

    13F-HR 0001904677-26-000003 filed by White Knight Strategic Wealth 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 21,971 shares
    Change vs previous 13F -3,419 shares

    1.79% of the 13F portfolio, value $2,124,596.

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth 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 25,390 shares
    Change vs previous 13F +1,539 shares

    1.92% of the 13F portfolio, value $2,629,388.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth 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 23,851 shares
    Change vs previous 13F -4,132 shares

    1.86% of the 13F portfolio, value $2,363,873.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth 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 27,983 shares
    Change vs previous 13F -436 shares

    2.23% of the 13F portfolio, value $2,624,526.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth 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 28,419 shares
    Change vs previous 13F -29,741 shares

    2.3% of the 13F portfolio, value $2,500,872.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth 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 58,160 shares
    Change vs previous 13F +28,314 shares

    2.26% of the 13F portfolio, value $5,392,887.

    13F-HR 0001904677-25-000001 filed by White Knight Strategic Wealth Advisors, 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 29,846 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $2,893,570.

    13F-HR 0001904677-24-000005 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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