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Saxony Capital Management, LLC: MOAT position timeline

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

Saxony Capital Management, LLC held 2,236 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,236 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $232,477.

    13F-HR 0001561330-26-000004 filed by Saxony Capital 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 2,257 shares
    Change vs previous 13F +55 shares

    0.13% of the 13F portfolio, value $218,296.

    13F-HR 0001561330-26-000003 filed by Saxony Capital 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 2,202 shares
    Change vs previous 13F +37 shares

    0.14% of the 13F portfolio, value $228,087.

    13F-HR 0001561330-26-000001 filed by Saxony Capital 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 2,165 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $214,612.

    13F-HR 0001561330-25-000005 filed by Saxony Capital 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 2,165 shares
    Change vs previous 13F -156 shares

    0.16% of the 13F portfolio, value $203,092.

    13F-HR 0001561330-25-000003 filed by Saxony Capital 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 2,321 shares
    Change vs previous 13F +81 shares

    0.18% of the 13F portfolio, value $204,224.

    13F-HR 0001561330-25-000002 filed by Saxony Capital 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 2,240 shares
    Change vs previous 13F +153 shares

    0.18% of the 13F portfolio, value $207,679.

    13F-HR 0001561330-25-000001 filed by Saxony Capital 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 2,087 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $202,314.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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