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Disclosery

Summit Financial, LLC: MOAT position timeline

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

Summit Financial, LLC held 181,107 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,107 shares
    Change vs previous 13F -34,332 shares

    0.21% of the 13F portfolio, value $18,827,841.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 215,439 shares
    Change vs previous 13F +3,403 shares

    0.27% of the 13F portfolio, value $20,832,966.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 212,036 shares
    Change vs previous 13F -4,276 shares

    0.32% of the 13F portfolio, value $21,958,442.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 216,312 shares
    Change vs previous 13F -30,070 shares

    0.33% of the 13F portfolio, value $21,438,641.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 246,382 shares
    Change vs previous 13F -12,646 shares

    0.52% of the 13F portfolio, value $23,108,178.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 259,028 shares
    Change vs previous 13F +253,751 shares

    0.64% of the 13F portfolio, value $22,794,505.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 5,277 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $489,310.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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