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Trademark Financial Management, LLC: MOAT position timeline

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

Trademark Financial Management, LLC held 6,816 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 6,816 shares
    Change vs previous 13F -1,237 shares

    0.29% of the 13F portfolio, value $708,561.

    13F-HR 0002085853-26-000868 filed by Trademark Financial 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 8,053 shares
    Change vs previous 13F -2,163 shares

    0.38% of the 13F portfolio, value $778,748.

    13F-HR 0002085853-26-000503 filed by Trademark Financial 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 10,216 shares
    Change vs previous 13F -391 shares

    0.58% of the 13F portfolio, value $1,057,977.

    13F-HR 0002085853-26-000124 filed by Trademark Financial 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 10,607 shares
    Change vs previous 13F -393 shares

    0.61% of the 13F portfolio, value $1,051,250.

    13F-HR 0002085853-25-000110 filed by Trademark Financial 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 11,000 shares
    Change vs previous 13F -4,552 shares

    0.63% of the 13F portfolio, value $1,031,683.

    13F-HR 0001667731-25-001022 filed by Trademark Financial 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 15,552 shares
    Change vs previous 13F -6,530 shares

    1.04% of the 13F portfolio, value $1,368,580.

    13F-HR 0001667731-25-000526 filed by Trademark Financial 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 22,082 shares
    Change vs previous 13F -24,910 shares

    1.63% of the 13F portfolio, value $2,047,554.

    13F-HR 0001667731-25-000176 filed by Trademark Financial 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 46,992 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $4,555,836.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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