Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
DFIN holding history
Donnelley Financial Solutions, 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.
DFIN overviewAll 13F holders of DFINFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −45,493−100.0% | Sold out | Holders |
| Q1 2026 | 45,493 | $2.14M | 0.1% | +1,098+2.5% | Added | Holders |
| Q4 2025 | 44,395 | $2.07M | 0.1% | −3,093−6.5% | Reduced | Holders |
| Q3 2025 | 47,488 | $2.44M | 0.1% | −4,584−8.8% | Reduced | Holders |
| Q2 2025 | 52,072 | $3.21M | 0.1% | −8,239−13.7% | Reduced | Holders |
| Q1 2025 | 60,311 | $2.64M | 0.1% | +60,311 | New | Holders |