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Kestra Advisory Services, LLC: MOAT position timeline

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

Kestra Advisory Services, LLC held 206,383 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,383 shares
    Change vs previous 13F -40,664 shares

    0.05% of the 13F portfolio, value $21,455,602.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,493 shares
    • Kestra Advisory Services, LLC: 95,890 shares

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

  2. period ended2026-03-31
    13F 247,047 shares
    Change vs previous 13F -10,941 shares

    0.07% of the 13F portfolio, value $23,889,466.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 141,280 shares
    • Kestra Advisory Services, LLC: 105,767 shares

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

  3. period ended2025-12-31
    13F 257,988 shares
    Change vs previous 13F -10,544 shares

    0.08% of the 13F portfolio, value $26,717,249.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 155,865 shares
    • Kestra Advisory Services, LLC: 102,123 shares

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

  4. period ended2025-09-30
    13F 268,532 shares
    Change vs previous 13F -51,314 shares

    0.09% of the 13F portfolio, value $26,614,154.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 186,603 shares
    • Kestra Advisory Services, LLC: 81,929 shares

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

  5. period ended2025-06-30
    13F 319,846 shares
    Change vs previous 13F -76,100 shares

    0.11% of the 13F portfolio, value $29,998,325.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 243,476 shares
    • Kestra Advisory Services, LLC: 76,370 shares

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

  6. period ended2025-03-31
    13F 395,946 shares
    Change vs previous 13F +5,550 shares

    0.13% of the 13F portfolio, value $34,843,248.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 257,389 shares
    • Kestra Advisory Services, LLC: 138,557 shares

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

  7. period ended2024-12-31
    13F 390,396 shares
    Change vs previous 13F +14,101 shares

    0.15% of the 13F portfolio, value $36,199,469.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 231,601 shares
    • Kestra Advisory Services, LLC: 158,795 shares

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

  8. period ended2024-09-30
    13F 376,295 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $36,481,844.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 214,485 shares
    • Kestra Advisory Services, LLC: 161,810 shares

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