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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

  1. period ended2026-06-30
    13F 19,418 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,705 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,493 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,122 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,747 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).