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Moran Wealth Management, LLC: OMC position timeline

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

Moran Wealth Management, LLC held 0 OMC shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -31,399 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 31,399 shares
    Change vs previous 13F -41,195 shares

    0.08% of the 13F portfolio, value $2,559,960.

    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).

  3. period ended2025-06-30
    13F 72,594 shares
    Change vs previous 13F -3,466 shares

    0.16% of the 13F portfolio, value $5,222,376.

    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).

  4. period ended2025-03-31
    13F 76,060 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,306,135.

    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).