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Summit Asset Management, LLC: MOAT position timeline

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

Summit Asset Management, LLC held 391,235 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391,235 shares
    Change vs previous 13F +4,247 shares

    5.21% of the 13F portfolio, value $40,672,746.

    13F-HR 0001398344-26-013632 filed by Summit Asset 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 386,988 shares
    Change vs previous 13F +4,925 shares

    5.21% of the 13F portfolio, value $37,421,698.

    13F-HR 0001398344-26-008718 filed by Summit Asset 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 382,063 shares
    Change vs previous 13F +4,749 shares

    5.6% of the 13F portfolio, value $39,566,400.

    13F-HR 0001398344-26-002477 filed by Summit Asset 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 377,314 shares
    Change vs previous 13F +2,280 shares

    5.75% of the 13F portfolio, value $37,395,606.

    13F-HR 0001398344-25-020413 filed by Summit Asset 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 375,034 shares
    Change vs previous 13F +2,040 shares

    5.73% of the 13F portfolio, value $35,174,454.

    13F-HR 0001398344-25-014658 filed by Summit Asset 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 372,994 shares
    Change vs previous 13F +5,834 shares

    5.68% of the 13F portfolio, value $32,823,486.

    13F-HR 0001398344-25-008723 filed by Summit Asset 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 367,160 shares
    Change vs previous 13F +15,140 shares

    5.98% of the 13F portfolio, value $34,044,926.

    13F-HR 0001398344-25-001793 filed by Summit Asset 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 352,020 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $34,128,332.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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