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Moran Wealth Management, LLC: CBOE position timeline

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

Moran Wealth Management, LLC held 17,421 CBOE 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 17,421 shares
    Change vs previous 13F -11,907 shares

    0.12% of the 13F portfolio, value $4,227,554.

    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 29,328 shares
    Change vs previous 13F +248 shares

    0.25% of the 13F portfolio, value $8,243,221.

    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 29,080 shares
    Change vs previous 13F +2,279 shares

    0.22% of the 13F portfolio, value $7,299,080.

    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 26,801 shares
    Change vs previous 13F -382 shares

    0.2% of the 13F portfolio, value $6,572,945.

    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 27,183 shares
    Change vs previous 13F -2,055 shares

    0.2% of the 13F portfolio, value $6,339,347.

    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 29,238 shares
    Change vs previous 13F -3,771 shares

    0.22% of the 13F portfolio, value $6,616,280.

    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 33,009 shares
    Change vs previous 13F -3,054 shares

    0.21% of the 13F portfolio, value $6,449,959.

    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 36,063 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,388,227.

    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).