Moran Wealth Management, LLC: BLOK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on BLOK, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 28,928 BLOK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 28,928 sharesChange vs previous 13F +1,419 shares
0.05% of the 13F portfolio, value $1,811,761.
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 27,509 sharesChange vs previous 13F +10,385 shares
0.04% of the 13F portfolio, value $1,370,223.
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 17,124 sharesChange vs previous 13F +3,535 shares
0.03% of the 13F portfolio, value $974,184.
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 13,589 sharesChange vs previous 13F +5,239 shares
0.03% of the 13F portfolio, value $911,007.
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 8,350 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $476,869.
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).