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Disclosery

Moran Wealth Management, LLC: PSA position timeline

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

Moran Wealth Management, LLC held 3,929 PSA 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 3,929 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $1,250,640.

    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 3,952 shares
    Change vs previous 13F -1,878 shares

    0.03% of the 13F portfolio, value $1,070,518.

    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 5,830 shares
    Change vs previous 13F -400 shares

    0.05% of the 13F portfolio, value $1,512,886.

    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 6,230 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $1,799,545.

    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 6,357 shares
    Change vs previous 13F -264 shares

    0.06% of the 13F portfolio, value $1,865,277.

    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 6,621 shares
    Change vs previous 13F -31,422 shares

    0.07% of the 13F portfolio, value $1,981,603.

    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 38,043 shares
    Change vs previous 13F -1 shares

    0.36% of the 13F portfolio, value $11,391,596.

    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 38,044 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $13,843,070.

    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).