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Moran Wealth Management, LLC: AR position timeline

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

Moran Wealth Management, LLC held 67,607 AR 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 67,607 shares
    Change vs previous 13F +7,914 shares

    0.06% of the 13F portfolio, value $2,375,710.

    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 59,693 shares
    Change vs previous 13F +15,302 shares

    0.08% of the 13F portfolio, value $2,533,371.

    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 44,391 shares
    Change vs previous 13F +34,402 shares

    0.05% of the 13F portfolio, value $1,529,714.

    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 9,989 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $335,231.

    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).