Skip to content
Disclosery

Moran Wealth Management, LLC: APAM position timeline

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

Moran Wealth Management, LLC held 46,662 APAM 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 46,662 shares
    Change vs previous 13F -3,853 shares

    0.04% of the 13F portfolio, value $1,611,239.

    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 50,515 shares
    Change vs previous 13F +10,448 shares

    0.06% of the 13F portfolio, value $1,838,241.

    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 40,067 shares
    Change vs previous 13F -5,849 shares

    0.05% of the 13F portfolio, value $1,632,330.

    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 45,916 shares
    Change vs previous 13F -2,707 shares

    0.06% of the 13F portfolio, value $1,992,754.

    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 48,623 shares
    Change vs previous 13F -6,688 shares

    0.07% of the 13F portfolio, value $2,155,458.

    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 55,311 shares
    Change vs previous 13F -2,390 shares

    0.07% of the 13F portfolio, value $2,162,660.

    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 57,701 shares
    Change vs previous 13F -1,560 shares

    0.08% of the 13F portfolio, value $2,484,028.

    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 59,261 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,567,187.

    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).