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Moran Wealth Management, LLC: UL position timeline

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

Moran Wealth Management, LLC held 130,112 UL 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 130,112 shares
    Change vs previous 13F +11,552 shares

    0.21% of the 13F portfolio, value $7,822,334.

    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 118,560 shares
    Change vs previous 13F +23,784 shares

    0.21% of the 13F portfolio, value $6,754,363.

    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 94,776 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,198,350.

    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).