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Richmond Investment Services, LLC: MOAT position timeline

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

Richmond Investment Services, LLC held 95,348 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,348 shares
    Change vs previous 13F -207,569 shares

    3.14% of the 13F portfolio, value $9,912,410.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 302,917 shares
    Change vs previous 13F +6,944 shares

    4.73% of the 13F portfolio, value $29,291,950.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 295,973 shares
    Change vs previous 13F -2,152 shares

    5.3% of the 13F portfolio, value $30,650,812.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 298,125 shares
    Change vs previous 13F -14,774 shares

    5.5% of the 13F portfolio, value $29,547,224.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 312,899 shares
    Change vs previous 13F +143,156 shares

    6.2% of the 13F portfolio, value $29,347,138.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 169,743 shares
    Change vs previous 13F +7,905 shares

    8.11% of the 13F portfolio, value $14,937,339.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 161,838 shares
    Change vs previous 13F not available

    8.42% of the 13F portfolio, value $15,006,460.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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