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Disclosery

Moran Wealth Management, LLC: IWS position timeline

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

Moran Wealth Management, LLC held 78,357 IWS 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 78,357 shares
    Change vs previous 13F +75,964 shares

    0.35% of the 13F portfolio, value $12,897,562.

    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 2,393 shares
    Change vs previous 13F +413 shares

    0.01% of the 13F portfolio, value $348,756.

    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 1,980 shares
    Change vs previous 13F -168,106 shares

    0.01% of the 13F portfolio, value $279,279.

    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 170,086 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $23,755,912.

    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).