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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

DFH holding history

Dream Finders Homes, 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.

DFH overviewAll 13F holders of DFHFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q2 2023
Holdings of DFH by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−11,561−100.0%Sold outHolders
Q2 202411,561$298.5K<0.1%+1,007+9.5%AddedHolders
Q1 202410,554$461.5K<0.1%+561+5.6%AddedHolders
Q4 20239,993$355.1K<0.1%+164+1.7%AddedHolders
Q3 20239,829$218.5K<0.1%−1,441−12.8%ReducedHolders
Q2 202311,270$277.1K<0.1%+11,270NewHolders