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Berkshire Money Management, Inc.: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkshire Money Management, Inc. on MOAT, newest first. How the timeline and the estimate are built.

Berkshire Money Management, Inc. held 213,872 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213,872 shares
    Change vs previous 13F -1,286 shares

    2.03% of the 13F portfolio, value $22,234,172.

    13F-HR 0001398344-26-012534 filed by Berkshire Money Management, Inc.
    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 215,158 shares
    Change vs previous 13F +2,544 shares

    2.13% of the 13F portfolio, value $20,805,815.

    13F-HR 0001398344-26-006747 filed by Berkshire Money Management, Inc.
    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 212,614 shares
    Change vs previous 13F +4,743 shares

    2.1% of the 13F portfolio, value $22,018,344.

    13F-HR 0001398344-26-001283 filed by Berkshire Money Management, Inc.
    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 207,871 shares
    Change vs previous 13F -3,981 shares

    2.12% of the 13F portfolio, value $20,602,095.

    13F-HR 0001398344-25-019126 filed by Berkshire Money Management, Inc.
    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 211,852 shares
    Change vs previous 13F -42,143 shares

    2.09% of the 13F portfolio, value $19,869,600.

    13F-HR 0001398344-25-013494 filed by Berkshire Money Management, Inc.
    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 253,995 shares
    Change vs previous 13F +4,249 shares

    2.51% of the 13F portfolio, value $22,351,560.

    13F-HR 0001398344-25-007540 filed by Berkshire Money Management, Inc.
    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 249,746 shares
    Change vs previous 13F +1,893 shares

    2.52% of the 13F portfolio, value $23,157,699.

    13F-HR 0001398344-25-001095 filed by Berkshire Money Management, Inc.
    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 247,853 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $24,029,349.

    13F-HR 0001398344-24-018928 filed by Berkshire Money Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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