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News + Filings
Holdings
Kelman-Lazarov, Inc. > MOAT

DateNameTickerSharesChangeValueChangePrice
06/30/2023GLOBAL MOAT FUND, LPMOAT540,34113,19943,113,808,0004,194,914,000$79,790.00
03/31/2023GLOBAL MOAT FUND, LPMOAT527,14214,43138,918,894,00038,886,219,000$73,830.00
06/30/2022GLOBAL MOAT FUND, LPMOAT512,711-3,37432,675,000-5,877,000$63.73
03/31/2022GLOBAL MOAT FUND, LPMOAT516,0858,06738,552,000-113,000$74.70
12/31/2021GLOBAL MOAT FUND, LPMOAT508,01810,51638,665,0002,223,000$76.11
09/30/2021GLOBAL MOAT FUND, LPMOAT497,502130,62636,442,00011,025,000$73.25
03/31/2021GLOBAL MOAT FUND, LPMOAT366,876-72225,417,0002,626,000$69.28
12/31/2020GLOBAL MOAT FUND, LPMOAT367,598-5,30222,791,0002,434,000$62.00
09/30/2020GLOBAL MOAT FUND, LPMOAT372,900-9,37220,357,000391,000$54.59
06/30/2020GLOBAL MOAT FUND, LPMOAT382,272-38,78619,966,0001,549,000$52.23
03/31/2020GLOBAL MOAT FUND, LPMOAT421,05885,89718,417,00057,000$43.74
12/31/2019GLOBAL MOAT FUND, LPMOAT335,16136,04918,360,0003,360,000$54.78
09/30/2019GLOBAL MOAT FUND, LPMOAT299,1123,67215,000,000810,000$50.15
06/30/2019GLOBAL MOAT FUND, LPMOAT295,4408,87814,190,000825,000$48.03
03/31/2019GLOBAL MOAT FUND, LPMOAT286,56217,22713,365,0002,276,000$46.64
12/31/2018GLOBAL MOAT FUND, LPMOAT269,3359,50011,089,000-1,058,000$41.17
09/30/2018GLOBAL MOAT FUND, LPMOAT259,835-1,56612,147,000760,000$46.75
06/30/2018GLOBAL MOAT FUND, LPMOAT261,4018,24011,387,000888,000$43.56
03/31/2018GLOBAL MOAT FUND, LPMOAT253,161253,16110,499,00010,499,000$41.47
12/31/2017GLOBAL MOAT FUND, LPMOAT252,6137,97810,723,000854,000$42.45
09/30/2017GLOBAL MOAT FUND, LPMOAT244,63519,0019,869,000945,000$40.34
06/30/2017GLOBAL MOAT FUND, LPMOAT225,634225,6348,924,0008,924,000$39.55
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