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Moran Wealth Management, LLC: SGI position timeline

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

Moran Wealth Management, LLC held 64,879 SGI 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 64,879 shares
    Change vs previous 13F -2,323 shares

    0.14% of the 13F portfolio, value $5,086,513.

    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 67,202 shares
    Change vs previous 13F -18,016 shares

    0.15% of the 13F portfolio, value $4,967,572.

    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 85,218 shares
    Change vs previous 13F -4,202 shares

    0.23% of the 13F portfolio, value $7,608,263.

    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 89,420 shares
    Change vs previous 13F -2,945 shares

    0.23% of the 13F portfolio, value $7,540,789.

    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 92,365 shares
    Change vs previous 13F -252 shares

    0.19% of the 13F portfolio, value $6,285,439.

    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 92,617 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,545,906.

    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).