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Paller Financial Services Inc: MOAT position timeline

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

Paller Financial Services Inc held 62,016 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 62,016 shares
    Change vs previous 13F +1,016 shares

    5.03% of the 13F portfolio, value $6,555,711.

    13F-HR 0001085146-26-000884 filed by Paller Financial Services Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,000 shares
    Change vs previous 13F -9,934 shares

    4.74% of the 13F portfolio, value $6,341,560.

    13F-HR 0002095931-26-000005 filed by Paller Financial Services Inc
    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 70,934 shares
    Change vs previous 13F -1,341 shares

    5.67% of the 13F portfolio, value $6,859,318.

    13F-HR 0002095931-26-000004 filed by Paller Financial Services Inc
    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 72,275 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $7,484,799.

    13F-HR 0002095931-26-000003 filed by Paller Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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