Moran Wealth Management, LLC: CDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on CDW, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 0 CDW shares at 2025-09-30 per its 13F-HR filed 2025-10-23.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,366 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,366 sharesChange vs previous 13F -29,823 shares
0.01% of the 13F portfolio, value $243,954.
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).
- period ended2025-03-3113F 31,189 sharesChange vs previous 13F +3,920 shares
0.17% of the 13F portfolio, value $4,998,349.
13F-HR 0001667731-25-000498 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 ended2024-12-3113F 27,269 sharesChange vs previous 13F -1,073 shares
0.15% of the 13F portfolio, value $4,745,897.
13F-HR 0001667731-25-000219 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 ended2024-09-3013F 28,342 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $6,413,795.
13F-HR 0001221073-24-000098 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).