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Moran Wealth Management, LLC: EXE position timeline

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

Moran Wealth Management, LLC held 167,650 EXE 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 167,650 shares
    Change vs previous 13F +137,816 shares

    0.42% of the 13F portfolio, value $15,288,004.

    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 29,834 shares
    Change vs previous 13F +8,802 shares

    0.1% of the 13F portfolio, value $3,275,176.

    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 21,032 shares
    Change vs previous 13F +9,927 shares

    0.07% of the 13F portfolio, value $2,321,092.

    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 11,105 shares
    Change vs previous 13F +4,814 shares

    0.04% of the 13F portfolio, value $1,179,798.

    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 6,291 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $735,671.

    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 6,328 shares
    Change vs previous 13F -4,405 shares

    0.02% of the 13F portfolio, value $704,434.

    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 10,733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,068,470.

    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).