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Disclosery

Moran Wealth Management, LLC: BX position timeline

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

Moran Wealth Management, LLC held 133,642 BX 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 133,642 shares
    Change vs previous 13F -2,531 shares

    0.43% of the 13F portfolio, value $15,725,569.

    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 136,173 shares
    Change vs previous 13F -5,038 shares

    0.48% of the 13F portfolio, value $15,658,451.

    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 141,211 shares
    Change vs previous 13F -4,408 shares

    0.67% of the 13F portfolio, value $21,766,186.

    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 145,619 shares
    Change vs previous 13F -37,854 shares

    0.75% of the 13F portfolio, value $24,878,951.

    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 183,473 shares
    Change vs previous 13F -3,206 shares

    0.85% of the 13F portfolio, value $27,443,835.

    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 186,679 shares
    Change vs previous 13F -4,874 shares

    0.88% of the 13F portfolio, value $26,093,930.

    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 191,553 shares
    Change vs previous 13F -7,689 shares

    1.05% of the 13F portfolio, value $33,027,482.

    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 199,242 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $30,509,851.

    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).