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Moran Wealth Management, LLC: BLK position timeline

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

Moran Wealth Management, LLC held 13,633 BLK 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 13,633 shares
    Change vs previous 13F +3,881 shares

    0.36% of the 13F portfolio, value $13,108,947.

    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 9,752 shares
    Change vs previous 13F +160 shares

    0.29% of the 13F portfolio, value $9,378,596.

    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 9,592 shares
    Change vs previous 13F -159 shares

    0.31% of the 13F portfolio, value $10,266,701.

    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 9,751 shares
    Change vs previous 13F +68 shares

    0.34% of the 13F portfolio, value $11,368,398.

    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 9,683 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,159,888.

    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).