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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

  1. period ended2026-06-30
    13F 170,207 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 137,622 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 90,123 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,269 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,027 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,648 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,341 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,736 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).