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Disclosery

Farrell Financial LLC: MOAT position timeline

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

Farrell Financial LLC held 44,974 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,974 shares
    Change vs previous 13F -1,987 shares

    2.53% of the 13F portfolio, value $4,675,531.

    13F-HR 0001754960-26-000469 filed by Farrell Financial LLC
    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 46,961 shares
    Change vs previous 13F -796 shares

    2.71% of the 13F portfolio, value $4,541,169.

    13F-HR 0001754960-26-000217 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 47,757 shares
    Change vs previous 13F -337 shares

    2.92% of the 13F portfolio, value $4,945,681.

    13F-HR 0001754960-26-000026 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 48,094 shares
    Change vs previous 13F -590 shares

    2.99% of the 13F portfolio, value $4,766,556.

    13F-HR 0001754960-25-000697 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 48,684 shares
    Change vs previous 13F -562 shares

    3.06% of the 13F portfolio, value $4,566,034.

    13F-HR 0001754960-25-000374 filed by Farrell Financial LLC
    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 49,246 shares
    Change vs previous 13F -581 shares

    3.16% of the 13F portfolio, value $4,333,608.

    13F-HR 0001754960-25-000203 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 49,827 shares
    Change vs previous 13F +672 shares

    3.3% of the 13F portfolio, value $4,620,166.

    13F-HR 0001754960-25-000042 filed by Farrell Financial LLC
    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 49,155 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $4,775,887.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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