Moran Wealth Management, LLC: MC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on MC, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 30,409 MC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 30,409 sharesChange vs previous 13F -2,766 shares
0.05% of the 13F portfolio, value $1,989,357.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,175 sharesChange vs previous 13F +389 shares
0.06% of the 13F portfolio, value $1,890,975.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,786 sharesChange vs previous 13F -5,202 shares
0.07% of the 13F portfolio, value $2,253,710.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,988 sharesChange vs previous 13F +156 shares
0.08% of the 13F portfolio, value $2,709,304.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,832 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,357,690.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).