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Moran Wealth Management, LLC: ACWI position timeline

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

Moran Wealth Management, LLC held 2,263 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,263 shares
    Change vs previous 13F -14,020 shares

    0.01% of the 13F portfolio, value $355,223.

    13F-HR 0001965334-26-000004 filed by Moran Wealth 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 16,283 shares
    Change vs previous 13F -53,270 shares

    0.07% of the 13F portfolio, value $2,253,079.

    13F-HR 0002085853-26-000507 filed by Moran Wealth 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 69,553 shares
    Change vs previous 13F +59,033 shares

    0.3% of the 13F portfolio, value $9,841,054.

    13F-HR 0002085853-26-000091 filed by Moran Wealth 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 10,520 shares
    Change vs previous 13F +1,270 shares

    0.04% of the 13F portfolio, value $1,454,285.

    13F-HR 0002085853-25-000149 filed by Moran Wealth 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 9,250 shares
    Change vs previous 13F +7,136 shares

    0.04% of the 13F portfolio, value $1,189,550.

    13F-HR 0001667731-25-000988 filed by Moran Wealth 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 2,114 shares
    Change vs previous 13F -35,428 shares

    0.01% of the 13F portfolio, value $246,048.

    13F-HR 0001667731-25-000498 filed by Moran Wealth 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 37,542 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,411,185.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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