Skip to content
Disclosery

Moran Wealth Management, LLC: IR position timeline

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

Moran Wealth Management, LLC held 161,512 IR 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 161,512 shares
    Change vs previous 13F -10,016 shares

    0.36% of the 13F portfolio, value $13,242,369.

    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 171,528 shares
    Change vs previous 13F -18,207 shares

    0.42% of the 13F portfolio, value $13,742,823.

    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 189,735 shares
    Change vs previous 13F +1,084 shares

    0.46% of the 13F portfolio, value $15,030,807.

    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 188,651 shares
    Change vs previous 13F +6,495 shares

    0.47% of the 13F portfolio, value $15,586,346.

    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 182,156 shares
    Change vs previous 13F -1,771 shares

    0.47% of the 13F portfolio, value $15,151,737.

    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 183,927 shares
    Change vs previous 13F -3,337 shares

    0.49% of the 13F portfolio, value $14,719,678.

    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 187,264 shares
    Change vs previous 13F -4,238 shares

    0.54% of the 13F portfolio, value $16,939,901.

    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 191,502 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $18,797,836.

    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).