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Roundview Capital LLC: MOAT position timeline

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

Roundview Capital LLC held 65,489 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,489 shares
    Change vs previous 13F -3,500 shares

    0.37% of the 13F portfolio, value $6,808,230.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 68,989 shares
    Change vs previous 13F -375 shares

    0.42% of the 13F portfolio, value $6,671,230.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 69,364 shares
    Change vs previous 13F -5,538 shares

    0.44% of the 13F portfolio, value $7,183,330.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 74,902 shares
    Change vs previous 13F -14,521 shares

    0.47% of the 13F portfolio, value $7,423,522.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 89,423 shares
    Change vs previous 13F -10,701 shares

    0.56% of the 13F portfolio, value $8,386,969.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 100,124 shares
    Change vs previous 13F -12,738 shares

    0.64% of the 13F portfolio, value $8,810,898.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 112,862 shares
    Change vs previous 13F -156 shares

    0.73% of the 13F portfolio, value $10,465,115.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 113,018 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $10,957,071.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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