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Disclosery

Moran Wealth Management, LLC: SF position timeline

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

Moran Wealth Management, LLC held 202,225 SF 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 202,225 shares
    Change vs previous 13F -2,147 shares

    0.38% of the 13F portfolio, value $14,109,238.

    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 204,372 shares
    Change vs previous 13F +67,478 shares

    0.46% of the 13F portfolio, value $15,107,178.

    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 136,894 shares
    Change vs previous 13F +3,432 shares

    0.53% of the 13F portfolio, value $17,141,866.

    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 133,462 shares
    Change vs previous 13F +24,118 shares

    0.46% of the 13F portfolio, value $15,143,933.

    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 109,344 shares
    Change vs previous 13F +1,135 shares

    0.35% of the 13F portfolio, value $11,347,720.

    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 108,209 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,199,780.

    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).