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Disclosery

Kathleen S. Wright Associates Inc.: MOAT position timeline

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

Kathleen S. Wright Associates Inc. held 168,156 MOAT shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 168,156 shares
    Change vs previous 13F +4,626 shares

    6.18% of the 13F portfolio, value $16,665,940.

    13F-HR 0001908433-25-000008 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 163,530 shares
    Change vs previous 13F +3,570 shares

    5.99% of the 13F portfolio, value $15,337,478.

    13F-HR 0001908433-25-000004 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 159,960 shares
    Change vs previous 13F +3,780 shares

    5.82% of the 13F portfolio, value $14,076,479.

    13F-HR 0002065807-25-000002 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 156,180 shares
    Change vs previous 13F +11,901 shares

    6.03% of the 13F portfolio, value $14,481,790.

    13F-HR 0001908433-25-000001 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 144,279 shares
    Change vs previous 13F +2,244 shares

    5.77% of the 13F portfolio, value $13,987,832.

    13F-HR 0001908433-24-000010 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 142,035 shares
    Change vs previous 13F +9,096 shares

    5.65% of the 13F portfolio, value $12,301,636.

    13F-HR 0001908433-24-000003 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 132,939 shares
    Change vs previous 13F +8,955 shares

    5.63% of the 13F portfolio, value $11,951,200.

    13F-HR 0001908433-24-000002 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 123,984 shares
    Change vs previous 13F not available

    5.35% of the 13F portfolio, value $10,522,507.

    13F-HR 0001908433-24-000001 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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