Skip to content
Disclosery

Moran Wealth Management, LLC: ROL position timeline

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

Moran Wealth Management, LLC held 265,640 ROL 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 265,640 shares
    Change vs previous 13F +4,151 shares

    0.3% of the 13F portfolio, value $11,087,814.

    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 261,489 shares
    Change vs previous 13F -30,586 shares

    0.43% of the 13F portfolio, value $13,966,128.

    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 292,075 shares
    Change vs previous 13F -9,088 shares

    0.54% of the 13F portfolio, value $17,530,342.

    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 301,163 shares
    Change vs previous 13F +89,515 shares

    0.53% of the 13F portfolio, value $17,690,315.

    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 211,648 shares
    Change vs previous 13F +196,871 shares

    0.37% of the 13F portfolio, value $11,941,180.

    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 14,777 shares
    Change vs previous 13F -464 shares

    0.03% of the 13F portfolio, value $798,401.

    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 15,241 shares
    Change vs previous 13F -256 shares

    0.02% of the 13F portfolio, value $706,420.

    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 15,497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $783,838.

    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).