Moran Wealth Management, LLC
- SEC CIK
- 0001965334
- Latest filing
- Aug 5, 2026
WAFD holding history
Wafd 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.
WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −277,225−100.0% | Sold out | Holders |
| Q2 2023 | 277,225 | $7.35M | 0.3% | −1,123−0.4% | Reduced | Holders |
| Q1 2023 | 278,348 | $8.38M | 0.3% | −37,160−11.8% | Reduced | Holders |
| Q4 2022 | 315,508 | $10.6M | 0.4% | – | No prior filing | Holders |