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Lido Advisors, LLC: MOAT position timeline

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

Lido Advisors, LLC held 37,542 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,542 shares
    Change vs previous 13F -2,136 shares

    0.01% of the 13F portfolio, value $3,902,833.

    13F-HR 0001172661-26-003159 filed by Lido 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 39,678 shares
    Change vs previous 13F -11,356 shares

    0.02% of the 13F portfolio, value $3,836,831.

    13F-HR 0001172661-26-001805 filed by Lido 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 51,034 shares
    Change vs previous 13F +1,601 shares

    0.02% of the 13F portfolio, value $5,066,280.

    13F-HR 0001172661-26-000582 filed by Lido 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 49,433 shares
    Change vs previous 13F -2,934 shares

    0.02% of the 13F portfolio, value $4,899,335.

    13F-HR 0001172661-25-004894 filed by Lido 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 52,367 shares
    Change vs previous 13F -3,429 shares

    0.03% of the 13F portfolio, value $4,911,590.

    13F-HR 0001172661-25-003111 filed by Lido 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 55,796 shares
    Change vs previous 13F -4,663 shares

    0.03% of the 13F portfolio, value $4,910,132.

    13F-HR 0001172661-25-002184 filed by Lido 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 60,459 shares
    Change vs previous 13F -2,703 shares

    0.04% of the 13F portfolio, value $5,606,059.

    13F-HR 0001172661-25-001102 filed by Lido 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 63,162 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,123,643.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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