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Mendel Money Management: MOAT position timeline

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

Mendel Money Management held 14,554 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,554 shares
    Change vs previous 13F +1,670 shares

    0.55% of the 13F portfolio, value $1,513,034.

    13F-HR 0001600585-26-000005 filed by Mendel Money 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 12,884 shares
    Change vs previous 13F +249 shares

    0.52% of the 13F portfolio, value $1,245,883.

    13F-HR 0001600585-26-000003 filed by Mendel Money 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 12,635 shares
    Change vs previous 13F -282 shares

    0.55% of the 13F portfolio, value $1,308,486.

    13F-HR 0001600585-26-000002 filed by Mendel Money 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 12,917 shares
    Change vs previous 13F -587 shares

    0.54% of the 13F portfolio, value $1,280,204.

    13F-HR 0001600585-25-000005 filed by Mendel Money 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 13,504 shares
    Change vs previous 13F +75 shares

    0.56% of the 13F portfolio, value $1,266,540.

    13F-HR 0001085146-25-004446 filed by Mendel Money 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 13,429 shares
    Change vs previous 13F +572 shares

    0.56% of the 13F portfolio, value $1,181,752.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 12,857 shares
    Change vs previous 13F -1,235 shares

    0.53% of the 13F portfolio, value $1,192,166.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 14,092 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,366,219.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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