Moran Wealth Management, LLC: AYI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on AYI, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 18,327 AYI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 18,327 sharesChange vs previous 13F -1,098 shares
0.19% of the 13F portfolio, value $6,903,047.
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 19,425 sharesChange vs previous 13F -688 shares
0.17% of the 13F portfolio, value $5,443,273.
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 20,113 sharesChange vs previous 13F -1,435 shares
0.22% of the 13F portfolio, value $7,241,484.
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 21,548 sharesChange vs previous 13F -655 shares
0.22% of the 13F portfolio, value $7,420,916.
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 22,203 sharesChange vs previous 13F -2,300 shares
0.21% of the 13F portfolio, value $6,624,043.
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 24,503 sharesChange vs previous 13F -445 shares
0.22% of the 13F portfolio, value $6,452,865.
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 24,948 sharesChange vs previous 13F -263 shares
0.23% of the 13F portfolio, value $7,288,059.
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 25,211 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $6,942,857.
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).