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Disclosery

Moran Wealth Management, LLC: CMDB position timeline

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

Moran Wealth Management, LLC held 26,700 CMDB 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 26,700 shares
    Change vs previous 13F +6,223 shares

    0.01% of the 13F portfolio, value $468,852.

    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 20,477 shares
    Change vs previous 13F +8,766 shares

    0.01% of the 13F portfolio, value $316,779.

    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 11,711 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $180,467.

    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).