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Moran Wealth Management, LLC: AIQ position timeline

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

Moran Wealth Management, LLC held 47,004 AIQ 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 47,004 shares
    Change vs previous 13F -337 shares

    0.08% of the 13F portfolio, value $3,083,932.

    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 47,341 shares
    Change vs previous 13F +10,334 shares

    0.07% of the 13F portfolio, value $2,209,404.

    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 37,007 shares
    Change vs previous 13F +2,431 shares

    0.06% of the 13F portfolio, value $1,882,176.

    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 34,576 shares
    Change vs previous 13F +15,087 shares

    0.05% of the 13F portfolio, value $1,707,709.

    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 19,489 shares
    Change vs previous 13F +9,194 shares

    0.03% of the 13F portfolio, value $851,474.

    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 10,295 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,532.

    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).