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Moran Wealth Management, LLC: CRSP position timeline

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

Moran Wealth Management, LLC held 35,374 CRSP 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 35,374 shares
    Change vs previous 13F +10,072 shares

    0.05% of the 13F portfolio, value $1,929,298.

    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 25,302 shares
    Change vs previous 13F +8,717 shares

    0.04% of the 13F portfolio, value $1,203,616.

    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 16,585 shares
    Change vs previous 13F -5,112 shares

    0.03% of the 13F portfolio, value $869,717.

    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 21,697 shares
    Change vs previous 13F +8,043 shares

    0.04% of the 13F portfolio, value $1,406,183.

    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 13,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $664,131.

    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).