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Disclosery

Moran Wealth Management, LLC: XYZ position timeline

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

Moran Wealth Management, LLC held 103,832 XYZ 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 103,832 shares
    Change vs previous 13F -3,769 shares

    0.22% of the 13F portfolio, value $7,891,232.

    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 107,601 shares
    Change vs previous 13F +49,950 shares

    0.2% of the 13F portfolio, value $6,475,428.

    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 57,651 shares
    Change vs previous 13F +15,670 shares

    0.12% of the 13F portfolio, value $3,752,503.

    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 41,981 shares
    Change vs previous 13F -564 shares

    0.09% of the 13F portfolio, value $3,033,967.

    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 42,545 shares
    Change vs previous 13F -1,511 shares

    0.09% of the 13F portfolio, value $2,890,082.

    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 44,056 shares
    Change vs previous 13F +44,056 shares

    0.08% of the 13F portfolio, value $2,393,562.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.