Moran Wealth Management, LLC: BF-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on BF-B, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 286,003 BF-B shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 286,003 sharesChange vs previous 13F +18,182 shares
0.21% of the 13F portfolio, value $7,621,980.
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 267,821 sharesChange vs previous 13F +91,385 shares
0.22% of the 13F portfolio, value $7,081,187.
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 176,436 sharesChange vs previous 13F +44,222 shares
0.14% of the 13F portfolio, value $4,597,922.
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 132,214 sharesChange vs previous 13F +2,194 shares
0.11% of the 13F portfolio, value $3,580,355.
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 130,020 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $3,498,838.
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).