Moran Wealth Management, LLC: SEIC position timeline

Moran Wealth Management, LLC held 41,009 SEIC 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 41,009 shares

   Change vs previous 13F -1,947 shares

   0.1% of the 13F portfolio, value $3,596,900.

   13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 42,956 shares

   Change vs previous 13F -1,198 shares

   0.1% of the 13F portfolio, value $3,370,757.

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 44,154 shares

   Change vs previous 13F -1,809 shares

   0.11% of the 13F portfolio, value $3,621,511.

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 45,963 shares

   Change vs previous 13F -1,275 shares

   0.12% of the 13F portfolio, value $3,899,961.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 47,238 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $4,244,807.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).