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Moran Wealth Management, LLC: AMG position timeline

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

Moran Wealth Management, LLC held 45,453 AMG 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 45,453 shares
    Change vs previous 13F +22,261 shares

    0.42% of the 13F portfolio, value $15,381,295.

    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 23,192 shares
    Change vs previous 13F -622 shares

    0.2% of the 13F portfolio, value $6,417,227.

    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 23,814 shares
    Change vs previous 13F -1,587 shares

    0.21% of the 13F portfolio, value $6,865,100.

    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 25,401 shares
    Change vs previous 13F -249 shares

    0.18% of the 13F portfolio, value $6,056,360.

    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 25,650 shares
    Change vs previous 13F +9,018 shares

    0.16% of the 13F portfolio, value $5,047,151.

    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 16,632 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,794,675.

    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).