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NorthCrest Asset Manangement, LLC: MOAT position timeline

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

NorthCrest Asset Manangement, LLC held 14,990 MOAT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,990 shares
    Change vs previous 13F +280 shares

    0.04% of the 13F portfolio, value $1,624,817.

    13F-HR 0001214659-26-012760 filed by NorthCrest Asset Manangement, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,710 shares
    Change vs previous 13F +1,386 shares

    0.04% of the 13F portfolio, value $1,554,749.

    13F-HR 0001214659-26-008575 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,324 shares
    Change vs previous 13F -72,606 shares

    0.04% of the 13F portfolio, value $1,286,538.

    13F-HR 0001214659-26-004438 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 85,930 shares
    Change vs previous 13F +2,976 shares

    0.2% of the 13F portfolio, value $9,009,737.

    13F-HR 0001214659-26-000260 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 82,954 shares
    Change vs previous 13F +1,632 shares

    0.2% of the 13F portfolio, value $8,302,062.

    13F-HR 0001214659-25-015496 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 81,322 shares
    Change vs previous 13F +448 shares

    0.21% of the 13F portfolio, value $7,876,874.

    13F-HR 0001214659-25-010234 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 80,874 shares
    Change vs previous 13F +7,101 shares

    0.22% of the 13F portfolio, value $7,116,936.

    13F-HR 0001214659-25-005970 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 73,773 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,840,628.

    13F-HR/A 0001214659-25-004461 filed by NorthCrest Asset Manangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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