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Moran Wealth Management, LLC: CBT position timeline

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

Moran Wealth Management, LLC held 27,996 CBT 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 27,996 shares
    Change vs previous 13F -3,126 shares

    0.07% of the 13F portfolio, value $2,542,597.

    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 31,122 shares
    Change vs previous 13F -17,543 shares

    0.07% of the 13F portfolio, value $2,343,798.

    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 48,665 shares
    Change vs previous 13F -3,493 shares

    0.1% of the 13F portfolio, value $3,225,516.

    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 52,158 shares
    Change vs previous 13F -2,223 shares

    0.12% of the 13F portfolio, value $3,966,621.

    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 54,381 shares
    Change vs previous 13F -6,353 shares

    0.13% of the 13F portfolio, value $4,078,577.

    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 60,734 shares
    Change vs previous 13F -1,484 shares

    0.17% of the 13F portfolio, value $5,049,427.

    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 62,218 shares
    Change vs previous 13F +102 shares

    0.18% of the 13F portfolio, value $5,681,126.

    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 62,116 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,942,705.

    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).