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Moran Wealth Management, LLC: NU position timeline

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

Moran Wealth Management, LLC held 419,768 NU 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 419,768 shares
    Change vs previous 13F +59,624 shares

    0.15% of the 13F portfolio, value $5,608,101.

    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 360,144 shares
    Change vs previous 13F +59,731 shares

    0.16% of the 13F portfolio, value $5,175,269.

    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 300,413 shares
    Change vs previous 13F +22,129 shares

    0.15% of the 13F portfolio, value $5,028,914.

    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 278,284 shares
    Change vs previous 13F +33,333 shares

    0.13% of the 13F portfolio, value $4,455,327.

    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 244,951 shares
    Change vs previous 13F -548,897 shares

    0.1% of the 13F portfolio, value $3,360,728.

    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 793,848 shares
    Change vs previous 13F +55,121 shares

    0.27% of the 13F portfolio, value $8,129,004.

    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 738,727 shares
    Change vs previous 13F +723,068 shares

    0.24% of the 13F portfolio, value $7,653,212.

    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 15,659 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,745.

    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).