Skip to content
Disclosery

Moran Wealth Management, LLC: SYY position timeline

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

Moran Wealth Management, LLC held 154,028 SYY 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 154,028 shares
    Change vs previous 13F -5,126 shares

    0.35% of the 13F portfolio, value $12,873,660.

    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 159,154 shares
    Change vs previous 13F -7,340 shares

    0.35% of the 13F portfolio, value $11,352,455.

    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 166,494 shares
    Change vs previous 13F -10,703 shares

    0.38% of the 13F portfolio, value $12,268,943.

    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 177,197 shares
    Change vs previous 13F -3,981 shares

    0.44% of the 13F portfolio, value $14,590,401.

    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 181,178 shares
    Change vs previous 13F +54,624 shares

    0.43% of the 13F portfolio, value $13,722,422.

    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 126,554 shares
    Change vs previous 13F +46,264 shares

    0.32% of the 13F portfolio, value $9,496,612.

    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 80,290 shares
    Change vs previous 13F -559 shares

    0.2% of the 13F portfolio, value $6,138,973.

    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 80,849 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,311,073.

    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).