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Moran Wealth Management, LLC: IESC position timeline

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

Moran Wealth Management, LLC held 8,332 IESC 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 8,332 shares
    Change vs previous 13F -387 shares

    0.17% of the 13F portfolio, value $6,121,187.

    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 8,719 shares
    Change vs previous 13F +5,251 shares

    0.13% of the 13F portfolio, value $4,154,342.

    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 3,468 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $1,349,121.

    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 3,340 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $1,328,151.

    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 3,319 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $983,187.

    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 3,372 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $556,751.

    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 3,401 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $683,465.

    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 3,340 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $666,731.

    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).