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
- period ended2026-06-3013F 35,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,302 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,585 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,697 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,654 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).