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Disclosery

Moran Wealth Management, LLC: SE position timeline

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

Moran Wealth Management, LLC held 59,010 SE 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 59,010 shares
    Change vs previous 13F +9,642 shares

    0.15% of the 13F portfolio, value $5,654,929.

    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 49,368 shares
    Change vs previous 13F +18,804 shares

    0.13% of the 13F portfolio, value $4,088,164.

    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 30,564 shares
    Change vs previous 13F +23,594 shares

    0.12% of the 13F portfolio, value $3,899,049.

    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 6,970 shares
    Change vs previous 13F +4,813 shares

    0.04% of the 13F portfolio, value $1,245,748.

    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 2,157 shares
    Change vs previous 13F +499 shares

    0.01% of the 13F portfolio, value $344,991.

    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 1,658 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,352.

    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).