Moran Wealth Management, LLC: YELP position timeline

Moran Wealth Management, LLC held 0 YELP shares at 2026-03-31 per its 13F-HR filed 2026-04-27.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -108,797 shares

   13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-12-31

   13F 108,797 shares

   Change vs previous 13F -12,756 shares

   0.1% of the 13F portfolio, value $3,306,341.

   13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 121,553 shares

   Change vs previous 13F -6,945 shares

   0.11% of the 13F portfolio, value $3,792,454.

   13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 128,498 shares

   Change vs previous 13F -10,150 shares

   0.14% of the 13F portfolio, value $4,403,626.

   13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 138,648 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $5,134,135.

   13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).