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Moran Wealth Management, LLC: FIS position timeline

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

Moran Wealth Management, LLC held 151,272 FIS 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 151,272 shares
    Change vs previous 13F +45,589 shares

    0.16% of the 13F portfolio, value $5,881,455.

    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 105,683 shares
    Change vs previous 13F +24,074 shares

    0.15% of the 13F portfolio, value $4,957,590.

    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 81,609 shares
    Change vs previous 13F +20,030 shares

    0.17% of the 13F portfolio, value $5,423,734.

    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 61,579 shares
    Change vs previous 13F +3,803 shares

    0.12% of the 13F portfolio, value $4,060,519.

    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 57,776 shares
    Change vs previous 13F -196,544 shares

    0.15% of the 13F portfolio, value $4,703,544.

    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 254,320 shares
    Change vs previous 13F +15,341 shares

    0.64% of the 13F portfolio, value $18,992,591.

    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 238,979 shares
    Change vs previous 13F +188,047 shares

    0.62% of the 13F portfolio, value $19,302,334.

    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 50,932 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,265,555.

    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).