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Moran Wealth Management, LLC: AGI position timeline

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

Moran Wealth Management, LLC held 61,658 AGI 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 61,658 shares
    Change vs previous 13F -616 shares

    0.05% of the 13F portfolio, value $1,868,950.

    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 62,274 shares
    Change vs previous 13F +13,018 shares

    0.08% of the 13F portfolio, value $2,762,029.

    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 49,256 shares
    Change vs previous 13F -20,575 shares

    0.06% of the 13F portfolio, value $1,904,688.

    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 69,831 shares
    Change vs previous 13F +2,201 shares

    0.07% of the 13F portfolio, value $2,434,947.

    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 67,630 shares
    Change vs previous 13F -1,627 shares

    0.06% of the 13F portfolio, value $1,795,468.

    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 69,257 shares
    Change vs previous 13F -3,972 shares

    0.06% of the 13F portfolio, value $1,850,413.

    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 73,229 shares
    Change vs previous 13F -7,968 shares

    0.04% of the 13F portfolio, value $1,350,509.

    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).

  8. period ended2024-09-30
    13F 81,197 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,619,973.

    13F-HR 0001221073-24-000098 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).