Moran Wealth Management, LLC: IBKR position timeline

Moran Wealth Management, LLC held 157,379 IBKR 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 157,379 shares

   Change vs previous 13F -8,607 shares

   0.37% of the 13F portfolio, value $13,698,269.

   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 165,986 shares

   Change vs previous 13F +63,993 shares

   0.34% of the 13F portfolio, value $11,132,681.

   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 101,993 shares

   Change vs previous 13F -5,697 shares

   0.2% of the 13F portfolio, value $6,559,170.

   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 107,690 shares

   Change vs previous 13F -2,684 shares

   0.22% of the 13F portfolio, value $7,410,149.

   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 110,374 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $6,115,823.

   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).