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Perigon Wealth Management, LLC: MOAT position timeline

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

Perigon Wealth Management, LLC held 9,651 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,651 shares
    Change vs previous 13F -62,247 shares

    0.02% of the 13F portfolio, value $1,003,317.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 71,898 shares
    Change vs previous 13F -12,700 shares

    0.13% of the 13F portfolio, value $6,952,490.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 84,598 shares
    Change vs previous 13F +2,520 shares

    0.16% of the 13F portfolio, value $8,760,955.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 82,078 shares
    Change vs previous 13F +3,002 shares

    0.17% of the 13F portfolio, value $8,134,736.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 79,076 shares
    Change vs previous 13F -8,917 shares

    0.17% of the 13F portfolio, value $7,416,538.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 87,993 shares
    Change vs previous 13F +7,494 shares

    0.2% of the 13F portfolio, value $7,743,341.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 80,499 shares
    Change vs previous 13F +10,034 shares

    0.19% of the 13F portfolio, value $7,537,147.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 70,465 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,831,582.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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