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Moran Wealth Management, LLC: CME position timeline

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

Moran Wealth Management, LLC held 75,663 CME 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 75,663 shares
    Change vs previous 13F -1,802 shares

    0.46% of the 13F portfolio, value $16,708,660.

    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 77,465 shares
    Change vs previous 13F +12,758 shares

    0.7% of the 13F portfolio, value $22,879,288.

    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 64,707 shares
    Change vs previous 13F -8,898 shares

    0.54% of the 13F portfolio, value $17,670,188.

    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 73,605 shares
    Change vs previous 13F -3,509 shares

    0.6% of the 13F portfolio, value $19,887,335.

    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 77,114 shares
    Change vs previous 13F -6,182 shares

    0.66% of the 13F portfolio, value $21,254,161.

    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 83,296 shares
    Change vs previous 13F +11,643 shares

    0.74% of the 13F portfolio, value $22,097,624.

    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 71,653 shares
    Change vs previous 13F +49,706 shares

    0.53% of the 13F portfolio, value $16,639,976.

    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 21,947 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,842,606.

    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).