Moran Wealth Management, LLC: REG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on REG, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 15,217 REG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 15,217 sharesChange vs previous 13F -133 shares
0.03% of the 13F portfolio, value $1,213,404.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,350 sharesChange vs previous 13F -7,194 shares
0.04% of the 13F portfolio, value $1,161,381.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,544 sharesChange vs previous 13F -367 shares
0.05% of the 13F portfolio, value $1,556,213.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,911 sharesChange vs previous 13F -339 shares
0.05% of the 13F portfolio, value $1,670,220.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,250 sharesChange vs previous 13F -200 shares
0.05% of the 13F portfolio, value $1,656,102.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,450 sharesChange vs previous 13F -236 shares
0.06% of the 13F portfolio, value $1,729,672.
13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,686 sharesChange vs previous 13F -223 shares
0.06% of the 13F portfolio, value $1,751,106.
13F-HR 0001667731-25-000219 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,909 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,726,947.
13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).