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Brookstone Capital Management: MOAT position timeline

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

Brookstone Capital Management held 260,797 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 260,797 shares
    Change vs previous 13F -9,281 shares

    0.27% of the 13F portfolio, value $27,112,471.

    13F-HR 0001062993-26-003671 filed by Brookstone Capital Management
    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 270,078 shares
    Change vs previous 13F -8,967 shares

    0.3% of the 13F portfolio, value $26,116,580.

    13F-HR 0001062993-26-002020 filed by Brookstone Capital Management
    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 279,045 shares
    Change vs previous 13F -27,170 shares

    0.33% of the 13F portfolio, value $28,897,876.

    13F-HR 0001062993-26-000271 filed by Brookstone Capital Management
    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 306,215 shares
    Change vs previous 13F -22,262 shares

    0.36% of the 13F portfolio, value $30,348,958.

    13F-HR 0001062993-25-016087 filed by Brookstone Capital Management
    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 328,477 shares
    Change vs previous 13F -548,074 shares

    0.4% of the 13F portfolio, value $30,807,890.

    13F-HR 0001062993-25-013278 filed by Brookstone Capital Management
    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 876,551 shares
    Change vs previous 13F -19,709 shares

    1.11% of the 13F portfolio, value $77,136,501.

    13F-HR 0001062993-25-008149 filed by Brookstone Capital Management
    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 896,260 shares
    Change vs previous 13F -118,880 shares

    1.21% of the 13F portfolio, value $83,105,759.

    13F-HR 0001062993-25-000693 filed by Brookstone Capital Management
    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 1,015,140 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $98,417,866.

    13F-HR 0001062993-24-017468 filed by Brookstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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