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Disclosery

Moran Wealth Management, LLC: WSM position timeline

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

Moran Wealth Management, LLC held 162,177 WSM 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 162,177 shares
    Change vs previous 13F -10,383 shares

    1.03% of the 13F portfolio, value $37,803,342.

    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 172,560 shares
    Change vs previous 13F -25,393 shares

    0.96% of the 13F portfolio, value $31,462,774.

    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 197,953 shares
    Change vs previous 13F -14,711 shares

    1.08% of the 13F portfolio, value $35,352,337.

    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 212,664 shares
    Change vs previous 13F -10,370 shares

    1.25% of the 13F portfolio, value $41,565,109.

    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 223,034 shares
    Change vs previous 13F -61,801 shares

    1.13% of the 13F portfolio, value $36,437,136.

    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 284,835 shares
    Change vs previous 13F -28,118 shares

    1.51% of the 13F portfolio, value $45,032,472.

    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 312,953 shares
    Change vs previous 13F +4,623 shares

    1.85% of the 13F portfolio, value $57,952,700.

    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 308,330 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $47,766,536.

    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).