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Moran Wealth Management, LLC: IOSP position timeline

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

Moran Wealth Management, LLC held 23,639 IOSP 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 23,639 shares
    Change vs previous 13F -3,392 shares

    0.05% of the 13F portfolio, value $1,923,938.

    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 27,031 shares
    Change vs previous 13F -15,004 shares

    0.06% of the 13F portfolio, value $1,973,767.

    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 42,035 shares
    Change vs previous 13F -2,322 shares

    0.1% of the 13F portfolio, value $3,217,320.

    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 44,357 shares
    Change vs previous 13F +1,754 shares

    0.1% of the 13F portfolio, value $3,422,552.

    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 42,603 shares
    Change vs previous 13F -2,422 shares

    0.11% of the 13F portfolio, value $3,582,449.

    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 45,025 shares
    Change vs previous 13F -3,139 shares

    0.14% of the 13F portfolio, value $4,266,119.

    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 48,164 shares
    Change vs previous 13F +552 shares

    0.17% of the 13F portfolio, value $5,300,930.

    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 47,612 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,384,441.

    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).