Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
CBZ holding history
CBIZ, Inc. in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CBZ overviewAll 13F holders of CBZFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −7,745−100.0% | Sold out | Holders |
| Q3 2024 | 7,745 | $521.2K | <0.1% | +2,044+35.9% | Added | Holders |
| Q2 2024 | 5,701 | $422.4K | <0.1% | +322+6.0% | Added | Holders |
| Q1 2024 | 5,379 | $422.3K | <0.1% | +286+5.6% | Added | Holders |
| Q4 2023 | 5,093 | $318.8K | <0.1% | +189+3.9% | Added | Holders |
| Q3 2023 | 4,904 | $254.5K | <0.1% | −527−9.7% | Reduced | Holders |
| Q2 2023 | 5,431 | $289.4K | <0.1% | +887+19.5% | Added | Holders |
| Q1 2023 | 4,544 | $224.9K | <0.1% | −1,344−22.8% | Reduced | Holders |
| Q4 2022 | 5,888 | $275.9K | <0.1% | – | No prior filing | Holders |