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AVALON CAPITAL MANAGEMENT: MOAT position timeline

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

AVALON CAPITAL MANAGEMENT held 39,572 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,572 shares
    Change vs previous 13F +18 shares

    0.97% of the 13F portfolio, value $4,113,905.

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL MANAGEMENT
    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 39,554 shares
    Change vs previous 13F -8,820 shares

    1.08% of the 13F portfolio, value $3,824,878.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
    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 48,374 shares
    Change vs previous 13F +11,114 shares

    1.2% of the 13F portfolio, value $5,009,619.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
    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 37,260 shares
    Change vs previous 13F -361 shares

    0.91% of the 13F portfolio, value $3,692,841.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
    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 37,621 shares
    Change vs previous 13F -15,468 shares

    0.95% of the 13F portfolio, value $3,528,476.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL MANAGEMENT
    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 53,089 shares
    Change vs previous 13F -13,462 shares

    1.36% of the 13F portfolio, value $4,671,834.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    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 66,551 shares
    Change vs previous 13F -2,092 shares

    1.99% of the 13F portfolio, value $6,170,944.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    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 68,643 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,654,939.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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