Moran Wealth Management, LLC: CTRE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on CTRE, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 31,881 CTRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 31,881 sharesChange vs previous 13F -642 shares
0.04% of the 13F portfolio, value $1,286,399.
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 32,523 sharesChange vs previous 13F -21,679 shares
0.04% of the 13F portfolio, value $1,191,968.
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 54,202 sharesChange vs previous 13F -2,279 shares
0.06% of the 13F portfolio, value $1,959,945.
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 56,481 sharesChange vs previous 13F -1,588 shares
0.06% of the 13F portfolio, value $1,958,776.
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 58,069 sharesChange vs previous 13F -801 shares
0.06% of the 13F portfolio, value $1,776,918.
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 58,870 sharesChange vs previous 13F -386 shares
0.06% of the 13F portfolio, value $1,682,505.
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 59,256 sharesChange vs previous 13F -433 shares
0.05% of the 13F portfolio, value $1,602,875.
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 59,689 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,842,003.
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).