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Moran Wealth Management, LLC: EXP position timeline

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

Moran Wealth Management, LLC held 39,748 EXP 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 39,748 shares
    Change vs previous 13F -2,350 shares

    0.24% of the 13F portfolio, value $8,943,300.

    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 42,098 shares
    Change vs previous 13F +396 shares

    0.24% of the 13F portfolio, value $7,975,466.

    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 41,702 shares
    Change vs previous 13F -2,343 shares

    0.26% of the 13F portfolio, value $8,618,969.

    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 44,045 shares
    Change vs previous 13F -668 shares

    0.31% of the 13F portfolio, value $10,264,248.

    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 44,713 shares
    Change vs previous 13F -3,008 shares

    0.28% of the 13F portfolio, value $9,036,945.

    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 47,721 shares
    Change vs previous 13F -1,374 shares

    0.36% of the 13F portfolio, value $10,590,722.

    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 49,095 shares
    Change vs previous 13F -724 shares

    0.39% of the 13F portfolio, value $12,114,682.

    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 49,819 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,330,435.

    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).