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COOKSON PEIRCE & CO INC: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COOKSON PEIRCE & CO INC on MOAT, newest first. How the timeline and the estimate are built.

COOKSON PEIRCE & CO INC held 20,965 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 20,965 shares
    Change vs previous 13F -743 shares

    0.07% of the 13F portfolio, value $2,179,522.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO 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 21,708 shares
    Change vs previous 13F -5,395 shares

    0.09% of the 13F portfolio, value $2,099,164.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO 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 27,103 shares
    Change vs previous 13F +242 shares

    0.12% of the 13F portfolio, value $2,806,787.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO 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 26,861 shares
    Change vs previous 13F +406 shares

    0.11% of the 13F portfolio, value $2,662,194.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO 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 26,455 shares
    Change vs previous 13F -5,000 shares

    0.11% of the 13F portfolio, value $2,481,215.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO 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 31,455 shares
    Change vs previous 13F -800 shares

    0.14% of the 13F portfolio, value $2,768,040.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO 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 32,255 shares
    Change vs previous 13F -1,139 shares

    0.14% of the 13F portfolio, value $2,990,845.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO 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 33,394 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,237,549.

    13F-HR 0001141455-24-000006 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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