Skip to content
Disclosery

Moran Wealth Management, LLC: NI position timeline

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

Moran Wealth Management, LLC held 96,657 NI 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 96,657 shares
    Change vs previous 13F -1,812 shares

    0.13% of the 13F portfolio, value $4,596,040.

    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 98,469 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $4,594,564.

    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 98,546 shares
    Change vs previous 13F +389 shares

    0.13% of the 13F portfolio, value $4,115,281.

    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 98,157 shares
    Change vs previous 13F -2,255 shares

    0.13% of the 13F portfolio, value $4,250,198.

    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 100,412 shares
    Change vs previous 13F +2,942 shares

    0.13% of the 13F portfolio, value $4,050,620.

    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 97,470 shares
    Change vs previous 13F +4,801 shares

    0.13% of the 13F portfolio, value $3,907,572.

    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 92,669 shares
    Change vs previous 13F +4,139 shares

    0.11% of the 13F portfolio, value $3,406,512.

    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 88,530 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,067,565.

    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).