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Keudell/Morrison Wealth Management: BUFR position timeline

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

Keudell/Morrison Wealth Management held 10,797 BUFR 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 10,797 shares
    Change vs previous 13F -4,082 shares

    0.07% of the 13F portfolio, value $394,399.

    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 14,879 shares
    Change vs previous 13F -3,871 shares

    0.1% of the 13F portfolio, value $502,464.

    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 18,750 shares
    Change vs previous 13F -34,928 shares

    0.13% of the 13F portfolio, value $642,375.

    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 53,678 shares
    Change vs previous 13F +2,215 shares

    0.38% of the 13F portfolio, value $1,706,960.

    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 51,463 shares
    Change vs previous 13F -38,094 shares

    0.36% of the 13F portfolio, value $1,527,936.

    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 89,557 shares
    Change vs previous 13F +1,675 shares

    0.71% of the 13F portfolio, value $2,728,802.

    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 87,882 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,626,793.

    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).