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Moran Wealth Management, LLC: ASX position timeline

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

Moran Wealth Management, LLC held 301,766 ASX 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 301,766 shares
    Change vs previous 13F -85,345 shares

    0.37% of the 13F portfolio, value $13,615,682.

    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 387,111 shares
    Change vs previous 13F +7,330 shares

    0.26% of the 13F portfolio, value $8,392,566.

    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 379,781 shares
    Change vs previous 13F -195,611 shares

    0.19% of the 13F portfolio, value $6,114,474.

    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 575,392 shares
    Change vs previous 13F +12,221 shares

    0.19% of the 13F portfolio, value $6,381,098.

    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 563,171 shares
    Change vs previous 13F +23,598 shares

    0.18% of the 13F portfolio, value $5,817,556.

    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 539,573 shares
    Change vs previous 13F +17,334 shares

    0.16% of the 13F portfolio, value $4,726,659.

    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 522,239 shares
    Change vs previous 13F +173,937 shares

    0.17% of the 13F portfolio, value $5,258,947.

    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 348,302 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,399,428.

    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).