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Midwest Financial Group LLC: MOAT position timeline

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

Midwest Financial Group LLC held 61,996 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,996 shares
    Change vs previous 13F +4,310 shares

    2.26% of the 13F portfolio, value $6,445,104.

    13F-HR 0001967193-26-000008 filed by Midwest Financial Group 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 57,686 shares
    Change vs previous 13F +772 shares

    2.38% of the 13F portfolio, value $5,578,236.

    13F-HR 0001967193-26-000005 filed by Midwest Financial Group 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 56,914 shares
    Change vs previous 13F +30 shares

    2.6% of the 13F portfolio, value $5,894,014.

    13F-HR 0001967193-26-000002 filed by Midwest Financial Group 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 56,884 shares
    Change vs previous 13F -247 shares

    2.69% of the 13F portfolio, value $5,637,732.

    13F-HR 0001967193-25-000004 filed by Midwest Financial Group 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 57,131 shares
    Change vs previous 13F +257 shares

    2.82% of the 13F portfolio, value $5,358,277.

    13F-HR 0001085146-25-003963 filed by Midwest Financial Group 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 56,874 shares
    Change vs previous 13F +1,383 shares

    2.91% of the 13F portfolio, value $5,004,875.

    13F-HR 0001085146-25-002227 filed by Midwest Financial Group 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 55,491 shares
    Change vs previous 13F -832 shares

    2.95% of the 13F portfolio, value $5,145,364.

    13F-HR 0001085146-25-000346 filed by Midwest Financial Group 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 56,323 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $5,460,000.

    13F-HR 0001085146-24-004978 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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