Moran Wealth Management, LLC: ADI position timeline

Moran Wealth Management, LLC held 2,047 ADI 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 2,047 shares

   Change vs previous 13F +369 shares

   0.02% of the 13F portfolio, value $813,081.

   13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,678 shares

   Change vs previous 13F +1,678 shares

   0.02% of the 13F portfolio, value $533,898.

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -4,135 shares

   13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

4. period ended2024-12-31

   13F 4,135 shares

   Change vs previous 13F +119 shares

   0.03% of the 13F portfolio, value $878,522.

   13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,016 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $924,363.

   13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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