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Moran Wealth Management, LLC: RSP position timeline

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

Moran Wealth Management, LLC held 207,812 RSP 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 207,812 shares
    Change vs previous 13F -9,737 shares

    1.21% of the 13F portfolio, value $44,216,098.

    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 217,549 shares
    Change vs previous 13F +212,819 shares

    1.28% of the 13F portfolio, value $41,752,004.

    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 4,730 shares
    Change vs previous 13F -77,527 shares

    0.03% of the 13F portfolio, value $906,079.

    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 82,257 shares
    Change vs previous 13F -93,037 shares

    0.47% of the 13F portfolio, value $15,604,180.

    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 175,294 shares
    Change vs previous 13F -363 shares

    0.99% of the 13F portfolio, value $31,857,949.

    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 175,657 shares
    Change vs previous 13F -3,838 shares

    1.02% of the 13F portfolio, value $30,429,071.

    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 179,495 shares
    Change vs previous 13F +1,934 shares

    1% of the 13F portfolio, value $31,452,909.

    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 177,561 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $31,811,829.

    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).