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Moran Wealth Management, LLC: SAP position timeline

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

Moran Wealth Management, LLC held 31,278 SAP 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 31,278 shares
    Change vs previous 13F +3,307 shares

    0.13% of the 13F portfolio, value $4,820,252.

    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 27,971 shares
    Change vs previous 13F +6,498 shares

    0.15% of the 13F portfolio, value $4,788,915.

    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 21,473 shares
    Change vs previous 13F +2,072 shares

    0.16% of the 13F portfolio, value $5,216,006.

    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 19,401 shares
    Change vs previous 13F +693 shares

    0.16% of the 13F portfolio, value $5,184,148.

    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 18,708 shares
    Change vs previous 13F +81 shares

    0.18% of the 13F portfolio, value $5,689,111.

    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 18,627 shares
    Change vs previous 13F -1,397 shares

    0.17% of the 13F portfolio, value $5,000,232.

    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 20,024 shares
    Change vs previous 13F -990 shares

    0.16% of the 13F portfolio, value $4,930,109.

    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 21,014 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,814,307.

    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).