Moran Wealth Management, LLC: WTW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on WTW, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 0 WTW shares at 2025-09-30 per its 13F-HR filed 2025-10-23.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -17,225 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 17,225 sharesChange vs previous 13F -1,913 shares
0.16% of the 13F portfolio, value $5,279,463.
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).
- period ended2025-03-3113F 19,138 sharesChange vs previous 13F +25 shares
0.22% of the 13F portfolio, value $6,467,687.
13F-HR 0001667731-25-000498 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 ended2024-12-3113F 19,113 sharesChange vs previous 13F +28 shares
0.19% of the 13F portfolio, value $5,986,956.
13F-HR 0001667731-25-000219 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 ended2024-09-3013F 19,085 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $5,621,105.
13F-HR 0001221073-24-000098 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).