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Moran Wealth Management, LLC: TM position timeline

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

Moran Wealth Management, LLC held 40,653 TM 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 40,653 shares
    Change vs previous 13F +3,954 shares

    0.19% of the 13F portfolio, value $6,846,778.

    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 36,699 shares
    Change vs previous 13F +6,086 shares

    0.23% of the 13F portfolio, value $7,563,297.

    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 30,613 shares
    Change vs previous 13F +11,504 shares

    0.2% of the 13F portfolio, value $6,553,019.

    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 19,109 shares
    Change vs previous 13F +1,212 shares

    0.11% of the 13F portfolio, value $3,651,560.

    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 17,897 shares
    Change vs previous 13F +1,113 shares

    0.1% of the 13F portfolio, value $3,082,956.

    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 16,784 shares
    Change vs previous 13F -217 shares

    0.1% of the 13F portfolio, value $2,962,880.

    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 17,001 shares
    Change vs previous 13F -10,432 shares

    0.11% of the 13F portfolio, value $3,308,565.

    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 27,433 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,898,711.

    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).