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Disclosery

Joseph Group Capital Management: MOAT position timeline

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

Joseph Group Capital Management held 137,649 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,649 shares
    Change vs previous 13F +1,210 shares

    3.01% of the 13F portfolio, value $14,310,020.

    13F-HR 0001910383-26-000003 filed by Joseph Group Capital Management
    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 136,439 shares
    Change vs previous 13F +2,500 shares

    3.3% of the 13F portfolio, value $13,193,679.

    13F-HR 0001910383-26-000002 filed by Joseph Group Capital Management
    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 133,939 shares
    Change vs previous 13F -126 shares

    3.64% of the 13F portfolio, value $13,870,703.

    13F-HR 0001910383-26-000001 filed by Joseph Group Capital Management
    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 134,065 shares
    Change vs previous 13F +2,128 shares

    3.75% of the 13F portfolio, value $13,287,182.

    13F-HR 0001910383-25-000009 filed by Joseph Group Capital Management
    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/A 131,937 shares
    Change vs previous 13F +6,595 shares

    4.15% of the 13F portfolio, value $12,374,371.

    13F-HR/A 0001910383-25-000006 filed by Joseph Group Capital Management
    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 125,342 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $11,030,096.

    13F-HR 0001910383-25-000002 filed by Joseph Group Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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