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Disclosery

Moran Wealth Management, LLC: SFM position timeline

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

Moran Wealth Management, LLC held 136,938 SFM 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 136,938 shares
    Change vs previous 13F -6,904 shares

    0.32% of the 13F portfolio, value $11,582,174.

    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 143,842 shares
    Change vs previous 13F +14,921 shares

    0.34% of the 13F portfolio, value $11,094,495.

    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 128,921 shares
    Change vs previous 13F -6,324 shares

    0.31% of the 13F portfolio, value $10,271,096.

    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 135,245 shares
    Change vs previous 13F -7,403 shares

    0.44% of the 13F portfolio, value $14,714,602.

    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 142,648 shares
    Change vs previous 13F -17,093 shares

    0.73% of the 13F portfolio, value $23,485,484.

    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 159,741 shares
    Change vs previous 13F -8,766 shares

    0.82% of the 13F portfolio, value $24,382,866.

    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 168,507 shares
    Change vs previous 13F -12,180 shares

    0.68% of the 13F portfolio, value $21,412,184.

    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 180,687 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $19,949,652.

    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).