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Moran Wealth Management, LLC: SNA position timeline

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

Moran Wealth Management, LLC held 34,673 SNA 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 34,673 shares
    Change vs previous 13F +9,780 shares

    0.38% of the 13F portfolio, value $13,952,415.

    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 24,893 shares
    Change vs previous 13F -506 shares

    0.28% of the 13F portfolio, value $9,041,635.

    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 25,399 shares
    Change vs previous 13F -1,302 shares

    0.27% of the 13F portfolio, value $8,752,495.

    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 26,701 shares
    Change vs previous 13F -571 shares

    0.28% of the 13F portfolio, value $9,252,698.

    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 27,272 shares
    Change vs previous 13F -4,174 shares

    0.26% of the 13F portfolio, value $8,486,501.

    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 31,446 shares
    Change vs previous 13F -744 shares

    0.36% of the 13F portfolio, value $10,597,616.

    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 32,190 shares
    Change vs previous 13F -875 shares

    0.35% of the 13F portfolio, value $10,927,861.

    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 33,065 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,579,261.

    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).