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Disclosery

Keudell/Morrison Wealth Management: BROS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on BROS, newest first. How the timeline and the estimate are built.

Keudell/Morrison Wealth Management held 11,297 BROS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,297 shares
    Change vs previous 13F -2,179 shares

    0.15% of the 13F portfolio, value $811,238.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 13,476 shares
    Change vs previous 13F +4,517 shares

    0.14% of the 13F portfolio, value $682,694.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,959 shares
    Change vs previous 13F -861 shares

    0.12% of the 13F portfolio, value $548,470.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,820 shares
    Change vs previous 13F -260 shares

    0.15% of the 13F portfolio, value $671,393.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,080 shares
    Change vs previous 13F -611 shares

    0.15% of the 13F portfolio, value $622,339.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 10,691 shares
    Change vs previous 13F -345 shares

    0.15% of the 13F portfolio, value $559,995.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,036 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $353,483.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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