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Moran Wealth Management, LLC: FMS position timeline

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

Moran Wealth Management, LLC held 362,438 FMS 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 362,438 shares
    Change vs previous 13F +14,665 shares

    0.22% of the 13F portfolio, value $8,194,724.

    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 347,773 shares
    Change vs previous 13F +83,311 shares

    0.24% of the 13F portfolio, value $7,845,759.

    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 264,462 shares
    Change vs previous 13F +106,438 shares

    0.19% of the 13F portfolio, value $6,299,485.

    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 158,024 shares
    Change vs previous 13F +8,473 shares

    0.13% of the 13F portfolio, value $4,160,772.

    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 149,551 shares
    Change vs previous 13F +2,031 shares

    0.13% of the 13F portfolio, value $4,272,673.

    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 147,520 shares
    Change vs previous 13F -107,190 shares

    0.12% of the 13F portfolio, value $3,673,248.

    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 254,710 shares
    Change vs previous 13F +21,334 shares

    0.18% of the 13F portfolio, value $5,766,634.

    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 233,376 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,970,909.

    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).