Moran Wealth Management, LLC: DOCS position timeline

Moran Wealth Management, LLC held 0 DOCS shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -60,125 shares

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 60,125 shares

   Change vs previous 13F -742 shares

   0.13% of the 13F portfolio, value $4,398,144.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 60,867 shares

   Change vs previous 13F -314 shares

   0.12% of the 13F portfolio, value $3,733,582.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 61,181 shares

   Change vs previous 13F -738 shares

   0.12% of the 13F portfolio, value $3,550,333.

   13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 61,919 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $3,305,855.

   13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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