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Disclosery

Moran Wealth Management, LLC: EWI position timeline

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

Moran Wealth Management, LLC held 238,984 EWI 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 238,984 shares
    Change vs previous 13F +62,646 shares

    0.39% of the 13F portfolio, value $14,157,412.

    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 176,338 shares
    Change vs previous 13F +20,764 shares

    0.29% of the 13F portfolio, value $9,419,976.

    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 155,574 shares
    Change vs previous 13F -63,203 shares

    0.26% of the 13F portfolio, value $8,452,336.

    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 218,777 shares
    Change vs previous 13F +823 shares

    0.34% of the 13F portfolio, value $11,365,445.

    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 217,954 shares
    Change vs previous 13F -522 shares

    0.33% of the 13F portfolio, value $10,492,287.

    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 218,476 shares
    Change vs previous 13F -6,760 shares

    0.31% of the 13F portfolio, value $9,245,904.

    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 225,236 shares
    Change vs previous 13F -3,468 shares

    0.26% of the 13F portfolio, value $8,101,739.

    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 228,704 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,910,308.

    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).