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Moran Wealth Management, LLC: CPT position timeline

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

Moran Wealth Management, LLC held 9,582 CPT 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 9,582 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $1,097,043.

    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 9,568 shares
    Change vs previous 13F -3,016 shares

    0.03% of the 13F portfolio, value $934,411.

    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 12,584 shares
    Change vs previous 13F +1,276 shares

    0.04% of the 13F portfolio, value $1,385,247.

    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 11,308 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $1,207,474.

    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 11,333 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $1,277,119.

    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 11,374 shares
    Change vs previous 13F -26 shares

    0.05% of the 13F portfolio, value $1,391,040.

    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 11,400 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $1,322,856.

    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 11,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,412,689.

    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).