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Moran Wealth Management, LLC: IRM position timeline

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

Moran Wealth Management, LLC held 163,458 IRM 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 163,458 shares
    Change vs previous 13F -9,902 shares

    0.56% of the 13F portfolio, value $20,646,380.

    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 173,360 shares
    Change vs previous 13F -21,780 shares

    0.54% of the 13F portfolio, value $17,706,991.

    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 195,140 shares
    Change vs previous 13F -7,648 shares

    0.5% of the 13F portfolio, value $16,186,863.

    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 202,788 shares
    Change vs previous 13F -1,408 shares

    0.62% of the 13F portfolio, value $20,672,230.

    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 204,196 shares
    Change vs previous 13F -1,794 shares

    0.65% of the 13F portfolio, value $20,944,395.

    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 205,990 shares
    Change vs previous 13F -3,029 shares

    0.6% of the 13F portfolio, value $17,723,379.

    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 209,019 shares
    Change vs previous 13F -6,128 shares

    0.7% of the 13F portfolio, value $21,969,987.

    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 215,147 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $25,565,918.

    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).