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Disclosery

Goldstone Financial Group, LLC: MOAT position timeline

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

Goldstone Financial Group, LLC held 103,893 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 103,893 shares
    Change vs previous 13F -26,673 shares

    0.99% of the 13F portfolio, value $10,800,764.

    13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, 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 130,566 shares
    Change vs previous 13F -3,352 shares

    1.37% of the 13F portfolio, value $12,625,759.

    13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, 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 133,918 shares
    Change vs previous 13F +5,610 shares

    1.55% of the 13F portfolio, value $13,868,570.

    13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, 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 128,308 shares
    Change vs previous 13F +4,638 shares

    1.5% of the 13F portfolio, value $12,716,595.

    13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, 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 123,670 shares
    Change vs previous 13F +6,101 shares

    1.58% of the 13F portfolio, value $11,978,694.

    13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, 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 117,569 shares
    Change vs previous 13F +12,075 shares

    1.57% of the 13F portfolio, value $10,346,036.

    13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, 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 105,494 shares
    Change vs previous 13F +4,567 shares

    1.53% of the 13F portfolio, value $9,781,887.

    13F-HR 0001213900-25-003507 filed by Goldstone Financial Group, 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 100,927 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $9,784,865.

    13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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