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Disclosery

Lotus Asset Management LLC: MOAT position timeline

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

Lotus Asset Management LLC held 5,322 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,322 shares
    Change vs previous 13F +21 shares

    0.46% of the 13F portfolio, value $562,779.

    13F-HR 0002085853-26-001188 filed by Lotus Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,301 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $551,203.

    13F-HR 0002085853-26-001094 filed by Lotus Asset Management LLC
    Accepted , ingested