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Moran Wealth Management, LLC: DT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on DT, newest first. How the timeline and the estimate are built.

Moran Wealth Management, LLC held 74,448 DT 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 74,448 shares
    Change vs previous 13F -4,885 shares

    0.09% of the 13F portfolio, value $3,269,012.

    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 79,333 shares
    Change vs previous 13F -36,246 shares

    0.09% of the 13F portfolio, value $2,933,734.

    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 115,579 shares
    Change vs previous 13F -6,544 shares

    0.15% of the 13F portfolio, value $5,009,194.

    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 122,123 shares
    Change vs previous 13F +143 shares

    0.18% of the 13F portfolio, value $5,916,859.

    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 121,980 shares
    Change vs previous 13F -111 shares

    0.21% of the 13F portfolio, value $6,734,516.

    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 122,091 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,756,591.

    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).