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Disclosery

IRON Financial LLC: MOAT position timeline

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

IRON Financial LLC held 33,041 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,041 shares
    Change vs previous 13F -780 shares

    1.42% of the 13F portfolio, value $3,434,974.

    13F-HR 0001595509-26-000005 filed by IRON 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 33,821 shares
    Change vs previous 13F +75 shares

    1.43% of the 13F portfolio, value $3,270,529.

    13F-HR 0001595509-26-000003 filed by IRON 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 33,746 shares
    Change vs previous 13F -876 shares

    1.61% of the 13F portfolio, value $3,494,749.

    13F-HR 0001595509-26-000001 filed by IRON 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 34,622 shares
    Change vs previous 13F -4,120 shares

    1.64% of the 13F portfolio, value $3,431,390.

    13F-HR 0001595509-25-000008 filed by IRON 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 38,742 shares
    Change vs previous 13F -2 shares

    1.92% of the 13F portfolio, value $3,633,582.

    13F-HR 0001595509-25-000006 filed by IRON 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 38,744 shares
    Change vs previous 13F +62 shares

    1.91% of the 13F portfolio, value $3,409,508.

    13F-HR 0001595509-25-000004 filed by IRON 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 38,682 shares
    Change vs previous 13F -4,412 shares

    2.02% of the 13F portfolio, value $3,586,804.

    13F-HR 0001595509-25-000003 filed by IRON 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 43,094 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,177,978.

    13F-HR 0001595509-24-000006 filed by IRON Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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