Moran Wealth Management, LLC: CSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on CSL, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 28,287 CSL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 28,287 sharesChange vs previous 13F -1,839 shares
0.28% of the 13F portfolio, value $10,261,110.
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 30,126 sharesChange vs previous 13F -1,372 shares
0.31% of the 13F portfolio, value $10,050,637.
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 31,498 sharesChange vs previous 13F -1,178 shares
0.31% of the 13F portfolio, value $10,074,950.
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 32,676 sharesChange vs previous 13F -403 shares
0.32% of the 13F portfolio, value $10,749,105.
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 33,079 sharesChange vs previous 13F -2,658 shares
0.38% of the 13F portfolio, value $12,351,624.
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).
- period ended2025-03-3113F 35,737 sharesChange vs previous 13F -359 shares
0.41% of the 13F portfolio, value $12,168,378.
13F-HR 0001667731-25-000498 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 ended2024-12-3113F 36,096 sharesChange vs previous 13F -1,116 shares
0.42% of the 13F portfolio, value $13,313,569.
13F-HR 0001667731-25-000219 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 ended2024-09-3013F 37,212 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $16,735,999.
13F-HR 0001221073-24-000098 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).