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Moran Wealth Management, LLC: V position timeline

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

Moran Wealth Management, LLC held 79,975 V 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 79,975 shares
    Change vs previous 13F -4,609 shares

    0.75% of the 13F portfolio, value $27,438,623.

    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 84,584 shares
    Change vs previous 13F +21,672 shares

    0.78% of the 13F portfolio, value $25,564,668.

    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 62,912 shares
    Change vs previous 13F +6,297 shares

    0.68% of the 13F portfolio, value $22,063,868.

    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 56,615 shares
    Change vs previous 13F +3,788 shares

    0.58% of the 13F portfolio, value $19,327,229.

    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 52,827 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $18,756,226.

    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).