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
- period ended2026-06-3013F 213,523 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 193,414 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 153,800 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 137,857 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 131,489 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 129,372 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 132,239 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 136,874 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).