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Moran Wealth Management, LLC: UMC position timeline

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

Moran Wealth Management, LLC held 500,125 UMC 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 500,125 shares
    Change vs previous 13F -410,291 shares

    0.37% of the 13F portfolio, value $13,608,401.

    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 910,416 shares
    Change vs previous 13F +118,049 shares

    0.25% of the 13F portfolio, value $8,175,536.

    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 792,367 shares
    Change vs previous 13F +95,871 shares

    0.19% of the 13F portfolio, value $6,228,005.

    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 696,496 shares
    Change vs previous 13F +24,372 shares

    0.16% of the 13F portfolio, value $5,279,442.

    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 672,124 shares
    Change vs previous 13F +10,777 shares

    0.16% of the 13F portfolio, value $5,141,749.

    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 661,347 shares
    Change vs previous 13F +44,572 shares

    0.16% of the 13F portfolio, value $4,728,631.

    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 616,775 shares
    Change vs previous 13F -85,025 shares

    0.13% of the 13F portfolio, value $4,002,870.

    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 701,800 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,909,156.

    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).