Moran Wealth Management, LLC: AMP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on AMP, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 68,051 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 68,051 sharesChange vs previous 13F -2,361 shares
0.85% of the 13F portfolio, value $31,219,077.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 70,412 sharesChange vs previous 13F +3,240 shares
0.96% of the 13F portfolio, value $31,291,092.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 67,172 sharesChange vs previous 13F -2,110 shares
1.01% of the 13F portfolio, value $32,937,119.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 69,282 sharesChange vs previous 13F -8,711 shares
1.03% of the 13F portfolio, value $34,034,805.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 77,993 sharesChange vs previous 13F -2,803 shares
1.29% of the 13F portfolio, value $41,627,220.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,796 sharesChange vs previous 13F -621 shares
1.32% of the 13F portfolio, value $39,114,158.
13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 81,417 sharesChange vs previous 13F +3,482 shares
1.38% of the 13F portfolio, value $43,348,853.
13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 77,935 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $36,614,642.
13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).