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Moran Wealth Management, LLC: FIX position timeline

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

Moran Wealth Management, LLC held 10,601 FIX 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 10,601 shares
    Change vs previous 13F -753 shares

    0.57% of the 13F portfolio, value $21,010,652.

    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 11,354 shares
    Change vs previous 13F -17,003 shares

    0.48% of the 13F portfolio, value $15,657,053.

    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 28,357 shares
    Change vs previous 13F +7,192 shares

    0.81% of the 13F portfolio, value $26,465,304.

    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 21,165 shares
    Change vs previous 13F -6,412 shares

    0.53% of the 13F portfolio, value $17,464,937.

    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 27,577 shares
    Change vs previous 13F -2,784 shares

    0.46% of the 13F portfolio, value $14,787,065.

    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 30,361 shares
    Change vs previous 13F -8,323 shares

    0.33% of the 13F portfolio, value $9,786,262.

    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 38,684 shares
    Change vs previous 13F -2,603 shares

    0.52% of the 13F portfolio, value $16,404,337.

    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 41,287 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,116,380.

    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).