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Cerity Partners LLC: MOAT position timeline

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

Cerity Partners LLC held 345,579 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 345,579 shares
    Change vs previous 13F -5,622 shares

    0.04% of the 13F portfolio, value $35,926,407.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 351,201 shares
    Change vs previous 13F +10,441 shares

    0.05% of the 13F portfolio, value $33,961,164.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 340,760 shares
    Change vs previous 13F +3,986 shares

    0.05% of the 13F portfolio, value $35,290,962.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 336,774 shares
    Change vs previous 13F +1,329 shares

    0.05% of the 13F portfolio, value $33,378,366.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 335,445 shares
    Change vs previous 13F -4,179 shares

    0.06% of the 13F portfolio, value $31,463,974.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 339,624 shares
    Change vs previous 13F -4,915 shares

    0.06% of the 13F portfolio, value $29,886,948.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 344,539 shares
    Change vs previous 13F +432 shares

    0.07% of the 13F portfolio, value $31,947,383.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 344,107 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $33,361,219.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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