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Copley Financial Group, Inc.: MOAT position timeline

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

Copley Financial Group, Inc. held 75,328 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,328 shares
    Change vs previous 13F +1,468 shares

    4.74% of the 13F portfolio, value $7,831,099.

    13F-HR 0002045258-26-000003 filed by Copley Financial Group, 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 73,860 shares
    Change vs previous 13F -3,720 shares

    4.31% of the 13F portfolio, value $7,142,296.

    13F-HR 0002045258-26-000002 filed by Copley Financial Group, 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 77,580 shares
    Change vs previous 13F +3,922 shares

    4.97% of the 13F portfolio, value $8,034,221.

    13F-HR 0002045258-26-000001 filed by Copley Financial Group, 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 73,658 shares
    Change vs previous 13F +541 shares

    4.99% of the 13F portfolio, value $7,300,261.

    13F-HR 0002045258-25-000006 filed by Copley Financial Group, 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 73,117 shares
    Change vs previous 13F -3,390 shares

    5.09% of the 13F portfolio, value $6,857,660.

    13F-HR 0002045258-25-000004 filed by Copley Financial Group, 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/A 76,507 shares
    Change vs previous 13F +797 shares

    5.15% of the 13F portfolio, value $6,732,631.

    13F-HR/A 0002045258-25-000003 filed by Copley Financial Group, 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 75,710 shares
    Change vs previous 13F +31,800 shares

    5.38% of the 13F portfolio, value $7,020,226.

    13F-HR 0002045258-25-000001 filed by Copley Financial Group, 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 43,910 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $4,257,074.

    13F-HR 0002045258-24-000002 filed by Copley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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