Moran Wealth Management, LLC: MSFT position timeline

Moran Wealth Management, LLC held 97,043 MSFT 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 97,043 shares

   Change vs previous 13F +5,386 shares

   0.99% of the 13F portfolio, value $36,199,019.

   13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 91,657 shares

   Change vs previous 13F -5,342 shares

   1.04% of the 13F portfolio, value $33,928,702.

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 96,999 shares

   Change vs previous 13F -10,204 shares

   1.44% of the 13F portfolio, value $46,910,687.

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 107,203 shares

   Change vs previous 13F -1,612 shares

   1.67% of the 13F portfolio, value $55,525,825.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 108,815 shares

   Change vs previous 13F -1,490 shares

   1.68% of the 13F portfolio, value $54,125,689.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 110,305 shares

   Change vs previous 13F +3,789 shares

   1.39% of the 13F portfolio, value $41,407,404.

   13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 106,516 shares

   Change vs previous 13F -391 shares

   1.43% of the 13F portfolio, value $44,896,494.

   13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 106,907 shares

   Change vs previous 13F not available

   1.42% of the 13F portfolio, value $46,002,082.

   13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).