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Disclosery

Leelyn Smith, LLC: MOAT position timeline

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

Leelyn Smith, LLC held 529,240 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 529,240 shares
    Change vs previous 13F +17,628 shares

    6.69% of the 13F portfolio, value $55,019,762.

    13F-HR 0001777817-26-000004 filed by Leelyn Smith, 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 511,612 shares
    Change vs previous 13F +20,186 shares

    6.94% of the 13F portfolio, value $49,472,878.

    13F-HR 0001777817-26-000003 filed by Leelyn Smith, 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 491,426 shares
    Change vs previous 13F +2,687 shares

    7.36% of the 13F portfolio, value $50,892,040.

    13F-HR 0001777817-26-000001 filed by Leelyn Smith, 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 488,739 shares
    Change vs previous 13F +5,236 shares

    7.3% of the 13F portfolio, value $48,438,898.

    13F-HR 0001777817-25-000008 filed by Leelyn Smith, 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 483,503 shares
    Change vs previous 13F -4,944 shares

    7.44% of the 13F portfolio, value $45,347,738.

    13F-HR 0001777817-25-000005 filed by Leelyn Smith, 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 488,447 shares
    Change vs previous 13F +25,156 shares

    7.64% of the 13F portfolio, value $42,983,322.

    13F-HR 0001777817-25-000004 filed by Leelyn Smith, 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 463,291 shares
    Change vs previous 13F +15,999 shares

    7.65% of the 13F portfolio, value $42,958,669.

    13F-HR 0001777817-25-000001 filed by Leelyn Smith, 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 447,292 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $43,364,941.

    13F-HR 0001777817-24-000005 filed by Leelyn Smith, LLC
    Filed (acceptance time not in the bulk data set), ingested

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