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Moran Wealth Management, LLC: VCTR position timeline

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

Moran Wealth Management, LLC held 29,552 VCTR 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 29,552 shares
    Change vs previous 13F -2,863 shares

    0.07% of the 13F portfolio, value $2,484,141.

    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 32,415 shares
    Change vs previous 13F +912 shares

    0.06% of the 13F portfolio, value $2,122,534.

    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 31,503 shares
    Change vs previous 13F -2,481 shares

    0.06% of the 13F portfolio, value $1,987,524.

    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 33,984 shares
    Change vs previous 13F -3,175 shares

    0.07% of the 13F portfolio, value $2,200,804.

    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 37,159 shares
    Change vs previous 13F -8,328 shares

    0.07% of the 13F portfolio, value $2,365,914.

    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 45,487 shares
    Change vs previous 13F -3,233 shares

    0.09% of the 13F portfolio, value $2,632,333.

    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 48,720 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,189,211.

    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).