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
- period ended2026-06-3013F 79,975 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 84,584 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 62,912 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 56,615 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).