Moran Wealth Management, LLC: DGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on DGX, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 104,495 DGX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 104,495 sharesChange vs previous 13F -3,856 shares
0.6% of the 13F portfolio, value $22,147,715.
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 108,351 sharesChange vs previous 13F +4,287 shares
0.65% of the 13F portfolio, value $21,234,629.
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 104,064 sharesChange vs previous 13F -1,087 shares
0.55% of the 13F portfolio, value $18,058,226.
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 105,151 sharesChange vs previous 13F +1,840 shares
0.6% of the 13F portfolio, value $20,039,678.
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 103,311 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $18,557,755.
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).