Moran Wealth Management, LLC: SHOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on SHOP, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 16,266 SHOP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 16,266 sharesChange vs previous 13F +10,088 shares
0.05% of the 13F portfolio, value $1,857,252.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,178 sharesChange vs previous 13F +2,461 shares
0.02% of the 13F portfolio, value $732,835.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,717 sharesChange vs previous 13F +697 shares
0.02% of the 13F portfolio, value $598,325.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,020 sharesChange vs previous 13F +1,220 shares
0.01% of the 13F portfolio, value $448,802.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,800 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $207,630.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).