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Kelman-Lazarov, Inc.: MOAT position timeline

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

Kelman-Lazarov, Inc. held 562,820 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,820 shares
    Change vs previous 13F +1,795 shares

    7.67% of the 13F portfolio, value $58,510,794.

    13F-HR 0001398344-26-013958 filed by Kelman-Lazarov, Inc.
    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 561,025 shares
    Change vs previous 13F +5,005 shares

    7.78% of the 13F portfolio, value $54,251,142.

    13F-HR 0001398344-26-007296 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 556,020 shares
    Change vs previous 13F +4,855 shares

    8.22% of the 13F portfolio, value $57,581,409.

    13F-HR 0001398344-26-001181 filed by Kelman-Lazarov, Inc.
    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 551,165 shares
    Change vs previous 13F +3,636 shares

    8.1% of the 13F portfolio, value $54,625,946.

    13F-HR 0001398344-25-020737 filed by Kelman-Lazarov, Inc.
    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 547,529 shares
    Change vs previous 13F +10,448 shares

    8.32% of the 13F portfolio, value $51,352,729.

    13F-HR 0001398344-25-014039 filed by Kelman-Lazarov, Inc.
    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 537,081 shares
    Change vs previous 13F +11,553 shares

    8.58% of the 13F portfolio, value $47,263,128.

    13F-HR 0001398344-25-008790 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 525,528 shares
    Change vs previous 13F -22,465 shares

    8.77% of the 13F portfolio, value $48,729,621.

    13F-HR 0001398344-25-002653 filed by Kelman-Lazarov, Inc.
    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 547,993 shares
    Change vs previous 13F not available

    9.14% of the 13F portfolio, value $53,127,883.

    13F-HR 0001398344-24-020340 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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