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Moran Wealth Management, LLC: UFOX position timeline

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

Moran Wealth Management, LLC held 25,098 UFOX 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 25,098 shares
    Change vs previous 13F -3,121 shares

    0.07% of the 13F portfolio, value $2,385,249.

    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 28,219 shares
    Change vs previous 13F +4,757 shares

    0.06% of the 13F portfolio, value $1,923,839.

    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 23,462 shares
    Change vs previous 13F +2,682 shares

    0.05% of the 13F portfolio, value $1,497,718.

    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 20,780 shares
    Change vs previous 13F +8,766 shares

    0.04% of the 13F portfolio, value $1,281,710.

    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 12,014 shares
    Change vs previous 13F +5,694 shares

    0.02% of the 13F portfolio, value $633,859.

    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 6,320 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,600.

    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).