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Moran Wealth Management, LLC: WPM position timeline

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

Moran Wealth Management, LLC held 34,375 WPM 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 34,375 shares
    Change vs previous 13F -1,201 shares

    0.11% of the 13F portfolio, value $3,861,000.

    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 35,576 shares
    Change vs previous 13F +5,617 shares

    0.14% of the 13F portfolio, value $4,660,812.

    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 29,959 shares
    Change vs previous 13F +4,085 shares

    0.11% of the 13F portfolio, value $3,520,782.

    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 25,874 shares
    Change vs previous 13F -469 shares

    0.09% of the 13F portfolio, value $2,893,751.

    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 26,343 shares
    Change vs previous 13F -956 shares

    0.07% of the 13F portfolio, value $2,365,603.

    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 27,299 shares
    Change vs previous 13F -1,100 shares

    0.07% of the 13F portfolio, value $2,119,221.

    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 28,399 shares
    Change vs previous 13F +7,991 shares

    0.05% of the 13F portfolio, value $1,597,160.

    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 20,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,246,521.

    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).