Moran Wealth Management, LLC: CUBE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on CUBE, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 25,630 CUBE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 25,630 sharesChange vs previous 13F -158 shares
0.03% of the 13F portfolio, value $1,019,305.
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 25,788 sharesChange vs previous 13F -7,019 shares
0.03% of the 13F portfolio, value $945,130.
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 32,807 sharesChange vs previous 13F +1,624 shares
0.04% of the 13F portfolio, value $1,182,692.
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 31,183 sharesChange vs previous 13F -339 shares
0.04% of the 13F portfolio, value $1,267,908.
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 31,522 sharesChange vs previous 13F +270 shares
0.04% of the 13F portfolio, value $1,339,689.
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 31,252 sharesChange vs previous 13F +58 shares
0.04% of the 13F portfolio, value $1,334,773.
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 31,194 sharesChange vs previous 13F -316 shares
0.04% of the 13F portfolio, value $1,336,663.
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 31,510 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,696,183.
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).