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Disclosery

Moran Wealth Management, LLC: SPOT position timeline

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

Moran Wealth Management, LLC held 27,416 SPOT 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 27,416 shares
    Change vs previous 13F -637 shares

    0.34% of the 13F portfolio, value $12,587,508.

    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 28,053 shares
    Change vs previous 13F -7,348 shares

    0.42% of the 13F portfolio, value $13,603,180.

    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 35,401 shares
    Change vs previous 13F -305 shares

    0.63% of the 13F portfolio, value $20,557,715.

    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 35,706 shares
    Change vs previous 13F -874 shares

    0.75% of the 13F portfolio, value $24,922,788.

    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 36,580 shares
    Change vs previous 13F -463 shares

    0.87% of the 13F portfolio, value $28,069,297.

    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 37,043 shares
    Change vs previous 13F -2,367 shares

    0.69% of the 13F portfolio, value $20,374,761.

    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 39,410 shares
    Change vs previous 13F +3,490 shares

    0.56% of the 13F portfolio, value $17,631,246.

    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 35,920 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $13,237,598.

    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).