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Disclosery

Moran Wealth Management, LLC: OSW position timeline

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

Moran Wealth Management, LLC held 183,256 OSW 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 183,256 shares
    Change vs previous 13F +3,036 shares

    0.14% of the 13F portfolio, value $5,175,149.

    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 180,220 shares
    Change vs previous 13F +137,148 shares

    0.13% of the 13F portfolio, value $4,136,049.

    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 43,072 shares
    Change vs previous 13F +4,369 shares

    0.03% of the 13F portfolio, value $893,313.

    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 38,703 shares
    Change vs previous 13F +1,658 shares

    0.02% of the 13F portfolio, value $818,181.

    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 37,045 shares
    Change vs previous 13F +543 shares

    0.02% of the 13F portfolio, value $755,348.

    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 36,502 shares
    Change vs previous 13F -484 shares

    0.02% of the 13F portfolio, value $612,869.

    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 36,986 shares
    Change vs previous 13F +1,767 shares

    0.02% of the 13F portfolio, value $736,021.

    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 35,219 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $581,466.

    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).