Moran Wealth Management, LLC: MOS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on MOS, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 82,470 MOS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 82,470 sharesChange vs previous 13F -7 shares
0.05% of the 13F portfolio, value $1,747,539.
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 82,477 sharesChange vs previous 13F +32,684 shares
0.06% of the 13F portfolio, value $2,103,164.
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 49,793 sharesChange vs previous 13F +18,880 shares
0.04% of the 13F portfolio, value $1,199,513.
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 30,913 sharesChange vs previous 13F +2,681 shares
0.03% of the 13F portfolio, value $1,072,063.
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 28,232 sharesChange vs previous 13F -1,303 shares
0.03% of the 13F portfolio, value $1,029,903.
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).
- period ended2025-03-3113F 29,535 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $797,740.
13F-HR 0001667731-25-000498 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).