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Burns Matteson Capital Management, LLC: MOAT position timeline

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

Burns Matteson Capital Management, LLC held 0 MOAT shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -35,039 shares

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 35,039 shares
    Change vs previous 13F -4,075 shares

    1.46% of the 13F portfolio, value $3,628,630.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 39,114 shares
    Change vs previous 13F -2,471 shares

    1.63% of the 13F portfolio, value $3,876,542.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 41,585 shares
    Change vs previous 13F -5,213 shares

    1.88% of the 13F portfolio, value $3,900,234.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 46,798 shares
    Change vs previous 13F +371 shares

    2.22% of the 13F portfolio, value $4,118,205.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 46,427 shares
    Change vs previous 13F -114 shares

    2.41% of the 13F portfolio, value $4,304,970.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 46,541 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $4,512,150.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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