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Disclosery

Moran Wealth Management, LLC: STAG position timeline

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

Moran Wealth Management, LLC held 26,813 STAG 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 26,813 shares
    Change vs previous 13F -274 shares

    0.03% of the 13F portfolio, value $1,020,503.

    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 27,087 shares
    Change vs previous 13F -9,343 shares

    0.03% of the 13F portfolio, value $976,757.

    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 36,430 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $1,339,167.

    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 36,488 shares
    Change vs previous 13F -475 shares

    0.04% of the 13F portfolio, value $1,287,670.

    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 36,963 shares
    Change vs previous 13F +164 shares

    0.04% of the 13F portfolio, value $1,341,023.

    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 36,799 shares
    Change vs previous 13F +436 shares

    0.04% of the 13F portfolio, value $1,329,183.

    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 36,363 shares
    Change vs previous 13F -1,321 shares

    0.04% of the 13F portfolio, value $1,229,797.

    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 37,684 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,473,068.

    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).