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Moran Wealth Management, LLC: MSI position timeline

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

Moran Wealth Management, LLC held 44,007 MSI 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 44,007 shares
    Change vs previous 13F -2,596 shares

    0.5% of the 13F portfolio, value $18,275,667.

    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 46,603 shares
    Change vs previous 13F +5,106 shares

    0.62% of the 13F portfolio, value $20,224,304.

    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 41,497 shares
    Change vs previous 13F -11,405 shares

    0.49% of the 13F portfolio, value $15,906,630.

    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 52,902 shares
    Change vs previous 13F -1,938 shares

    0.73% of the 13F portfolio, value $24,191,563.

    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).

  5. period ended2025-06-30
    13F 54,840 shares
    Change vs previous 13F -8,068 shares

    0.71% of the 13F portfolio, value $23,058,029.

    13F-HR 0001667731-25-000988 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).

  6. period ended2025-03-31
    13F 62,908 shares
    Change vs previous 13F -1,453 shares

    0.93% of the 13F portfolio, value $27,541,752.

    13F-HR 0001667731-25-000498 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).

  7. period ended2024-12-31
    13F 64,361 shares
    Change vs previous 13F +3,685 shares

    0.95% of the 13F portfolio, value $29,749,585.

    13F-HR 0001667731-25-000219 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).

  8. period ended2024-09-30
    13F 60,676 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $27,281,750.

    13F-HR 0001221073-24-000098 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).