Moran Wealth Management, LLC: DIVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on DIVO, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 170,207 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 170,207 sharesChange vs previous 13F +32,585 shares
0.21% of the 13F portfolio, value $7,778,460.
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 137,622 sharesChange vs previous 13F +47,499 shares
0.19% of the 13F portfolio, value $6,172,347.
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 90,123 sharesChange vs previous 13F +10,854 shares
0.12% of the 13F portfolio, value $4,010,474.
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 79,269 sharesChange vs previous 13F +4,242 shares
0.11% of the 13F portfolio, value $3,533,019.
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 75,027 sharesChange vs previous 13F +5,379 shares
0.1% of the 13F portfolio, value $3,192,399.
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 69,648 sharesChange vs previous 13F -1,693 shares
0.1% of the 13F portfolio, value $2,839,549.
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 71,341 sharesChange vs previous 13F -395 shares
0.09% of the 13F portfolio, value $2,887,884.
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 71,736 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,954,806.
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).