Moran Wealth Management, LLC: FR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on FR, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 19,418 FR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 19,418 sharesChange vs previous 13F -287 shares
0.03% of the 13F portfolio, value $1,190,517.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,705 sharesChange vs previous 13F -9,788 shares
0.03% of the 13F portfolio, value $1,139,934.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,493 sharesChange vs previous 13F +371 shares
0.05% of the 13F portfolio, value $1,689,064.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,122 sharesChange vs previous 13F -625 shares
0.05% of the 13F portfolio, value $1,498,909.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,747 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,431,723.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).