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Morningstar Investment Management LLC: MOAT position timeline

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

Morningstar Investment Management LLC held 0 MOAT shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -77,770 shares

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 77,770 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $8,054,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment 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 ended2025-09-30
    13F 77,770 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $7,708,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment 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 ended2025-06-30
    13F 77,770 shares
    Change vs previous 13F -68,952 shares

    0.64% of the 13F portfolio, value $7,294,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment 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 ended2025-03-31
    13F 146,722 shares
    Change vs previous 13F -19,772 shares

    0.75% of the 13F portfolio, value $12,912,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 77,211 shares
    • Morningstar Investment Management LLC: 69,511 shares

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

  6. period ended2024-12-31
    13F 166,494 shares
    Change vs previous 13F -597,656 shares

    0.65% of the 13F portfolio, value $15,438,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 102,411 shares
    • Morningstar Investment Management LLC: 64,083 shares

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

  7. period ended2024-09-30
    13F 764,150 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $74,055,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 687,188 shares
    • Morningstar Investment Management LLC: 76,962 shares

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