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Disclosery

Moran Wealth Management, LLC: IYRI position timeline

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

Moran Wealth Management, LLC held 48,136 IYRI 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 48,136 shares
    Change vs previous 13F +11,703 shares

    0.06% of the 13F portfolio, value $2,363,959.

    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 36,433 shares
    Change vs previous 13F +27,027 shares

    0.05% of the 13F portfolio, value $1,722,917.

    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 9,406 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $457,132.

    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).