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Moran Wealth Management, LLC: RIO position timeline

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

Moran Wealth Management, LLC held 112,035 RIO 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 112,035 shares
    Change vs previous 13F -5,799 shares

    0.29% of the 13F portfolio, value $10,635,436.

    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 117,834 shares
    Change vs previous 13F +8,943 shares

    0.34% of the 13F portfolio, value $10,992,687.

    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 108,891 shares
    Change vs previous 13F +6,961 shares

    0.27% of the 13F portfolio, value $8,714,507.

    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 101,930 shares
    Change vs previous 13F +2,124 shares

    0.2% of the 13F portfolio, value $6,728,382.

    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 99,806 shares
    Change vs previous 13F +4,300 shares

    0.18% of the 13F portfolio, value $5,821,700.

    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 95,506 shares
    Change vs previous 13F -740 shares

    0.19% of the 13F portfolio, value $5,737,970.

    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 96,246 shares
    Change vs previous 13F -21,588 shares

    0.18% of the 13F portfolio, value $5,660,198.

    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 117,834 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,386,210.

    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).