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Keudell/Morrison Wealth Management: CGHM position timeline

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

Keudell/Morrison Wealth Management held 208,098 CGHM 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 208,098 shares
    Change vs previous 13F +9,586 shares

    1.02% of the 13F portfolio, value $5,379,345.

    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 198,512 shares
    Change vs previous 13F -21,397 shares

    1.03% of the 13F portfolio, value $5,026,312.

    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 219,909 shares
    Change vs previous 13F +73,168 shares

    1.18% of the 13F portfolio, value $5,603,270.

    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 146,741 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,614,965.

    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).