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Disclosery

XML Financial, LLC: MOAT position timeline

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

XML Financial, LLC held 26,996 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,996 shares
    Change vs previous 13F -699 shares

    0.2% of the 13F portfolio, value $2,806,504.

    13F-HR 0001725547-26-000254 filed by XML 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 27,695 shares
    Change vs previous 13F -3,001 shares

    0.22% of the 13F portfolio, value $2,678,107.

    13F-HR 0001725547-26-000139 filed by XML 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 30,696 shares
    Change vs previous 13F -19,861 shares

    0.26% of the 13F portfolio, value $3,178,878.

    13F-HR 0001725547-26-000074 filed by XML 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 50,557 shares
    Change vs previous 13F +7,336 shares

    0.41% of the 13F portfolio, value $5,010,704.

    13F-HR 0001725547-25-004125 filed by XML 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 43,221 shares
    Change vs previous 13F +1,855 shares

    0.35% of the 13F portfolio, value $4,053,698.

    13F-HR 0001725547-25-003469 filed by XML 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 41,366 shares
    Change vs previous 13F +5,196 shares

    0.34% of the 13F portfolio, value $3,640,208.

    13F-HR 0001725547-25-001441 filed by XML 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 36,170 shares
    Change vs previous 13F +5,648 shares

    0.31% of the 13F portfolio, value $3,353,863.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 30,522 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,959,108.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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