Skip to content

Moran Wealth Management, LLC: IBN position timeline

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

Moran Wealth Management, LLC held 213,523 IBN 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 213,523 shares
    Change vs previous 13F +20,109 shares

    0.17% of the 13F portfolio, value $6,198,572.

    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 193,414 shares
    Change vs previous 13F +39,614 shares

    0.15% of the 13F portfolio, value $5,009,422.

    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 153,800 shares
    Change vs previous 13F +15,943 shares

    0.14% of the 13F portfolio, value $4,583,240.

    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 137,857 shares
    Change vs previous 13F +6,368 shares

    0.13% of the 13F portfolio, value $4,167,425.

    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 131,489 shares
    Change vs previous 13F +2,117 shares

    0.14% of the 13F portfolio, value $4,423,290.

    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 129,372 shares
    Change vs previous 13F -2,867 shares

    0.14% of the 13F portfolio, value $4,077,805.

    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 132,239 shares
    Change vs previous 13F -4,635 shares

    0.13% of the 13F portfolio, value $3,948,657.

    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 136,874 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,085,689.

    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).