Moran Wealth Management, LLC: HWM position timeline

Moran Wealth Management, LLC held 148,919 HWM 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 148,919 shares

   Change vs previous 13F -9,137 shares

   1.09% of the 13F portfolio, value $40,038,387.

   13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 158,056 shares

   Change vs previous 13F -19,252 shares

   1.12% of the 13F portfolio, value $36,425,604.

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 177,308 shares

   Change vs previous 13F -37,057 shares

   1.11% of the 13F portfolio, value $36,351,701.

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 214,365 shares

   Change vs previous 13F -24,486 shares

   1.27% of the 13F portfolio, value $42,064,855.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 238,851 shares

   Change vs previous 13F -12,176 shares

   1.38% of the 13F portfolio, value $44,457,344.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 251,027 shares

   Change vs previous 13F +14,032 shares

   1.09% of the 13F portfolio, value $32,565,736.

   13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 236,995 shares

   Change vs previous 13F -4,705 shares

   0.83% of the 13F portfolio, value $25,920,143.

   13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 241,700 shares

   Change vs previous 13F not available

   0.75% of the 13F portfolio, value $24,230,425.

   13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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