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Moran Wealth Management, LLC: PBR position timeline

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

Moran Wealth Management, LLC held 663,955 PBR 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 663,955 shares
    Change vs previous 13F -35,510 shares

    0.29% of the 13F portfolio, value $10,729,513.

    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 699,465 shares
    Change vs previous 13F +164,421 shares

    0.44% of the 13F portfolio, value $14,513,899.

    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 535,044 shares
    Change vs previous 13F +81,567 shares

    0.19% of the 13F portfolio, value $6,340,272.

    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 453,477 shares
    Change vs previous 13F +15,430 shares

    0.17% of the 13F portfolio, value $5,741,018.

    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 438,047 shares
    Change vs previous 13F +32,485 shares

    0.17% of the 13F portfolio, value $5,479,967.

    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 405,562 shares
    Change vs previous 13F +12,754 shares

    0.2% of the 13F portfolio, value $5,815,761.

    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 392,808 shares
    Change vs previous 13F -20,462 shares

    0.16% of the 13F portfolio, value $5,051,511.

    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 413,270 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,955,221.

    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).