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Moran Wealth Management, LLC: UFPI position timeline

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

Moran Wealth Management, LLC held 23,470 UFPI 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 23,470 shares
    Change vs previous 13F -2,091 shares

    0.06% of the 13F portfolio, value $2,129,668.

    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 25,561 shares
    Change vs previous 13F -26,142 shares

    0.07% of the 13F portfolio, value $2,354,679.

    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 51,703 shares
    Change vs previous 13F -2,373 shares

    0.14% of the 13F portfolio, value $4,707,558.

    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 54,076 shares
    Change vs previous 13F -2,305 shares

    0.15% of the 13F portfolio, value $5,055,568.

    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 56,381 shares
    Change vs previous 13F -4,374 shares

    0.17% of the 13F portfolio, value $5,602,018.

    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 60,755 shares
    Change vs previous 13F -4,834 shares

    0.22% of the 13F portfolio, value $6,503,217.

    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 65,589 shares
    Change vs previous 13F -1,111 shares

    0.24% of the 13F portfolio, value $7,388,601.

    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 66,700 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,751,707.

    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).