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Moran Wealth Management, LLC: EPRT position timeline

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

Moran Wealth Management, LLC held 35,444 EPRT 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 35,444 shares
    Change vs previous 13F -262 shares

    0.03% of the 13F portfolio, value $1,058,003.

    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 35,706 shares
    Change vs previous 13F -16,610 shares

    0.03% of the 13F portfolio, value $1,084,034.

    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 52,316 shares
    Change vs previous 13F -1,533 shares

    0.05% of the 13F portfolio, value $1,551,693.

    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 53,849 shares
    Change vs previous 13F -581 shares

    0.05% of the 13F portfolio, value $1,602,556.

    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 54,430 shares
    Change vs previous 13F -617 shares

    0.05% of the 13F portfolio, value $1,736,866.

    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 55,047 shares
    Change vs previous 13F -678 shares

    0.06% of the 13F portfolio, value $1,796,734.

    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 55,725 shares
    Change vs previous 13F -4,689 shares

    0.06% of the 13F portfolio, value $1,743,078.

    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 60,414 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,063,138.

    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).