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Moran Wealth Management, LLC: FERG position timeline

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

Moran Wealth Management, LLC held 25,063 FERG 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 25,063 shares
    Change vs previous 13F -870 shares

    0.16% of the 13F portfolio, value $5,948,202.

    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 25,933 shares
    Change vs previous 13F +482 shares

    0.19% of the 13F portfolio, value $6,049,132.

    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 25,451 shares
    Change vs previous 13F -1,249 shares

    0.17% of the 13F portfolio, value $5,666,156.

    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 26,700 shares
    Change vs previous 13F -29 shares

    0.18% of the 13F portfolio, value $5,996,286.

    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 26,729 shares
    Change vs previous 13F -1,295 shares

    0.18% of the 13F portfolio, value $5,820,240.

    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 28,024 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,490,286.

    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).