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Keudell/Morrison Wealth Management: CPLB position timeline

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

Keudell/Morrison Wealth Management held 31,674 CPLB 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 31,674 shares
    Change vs previous 13F +2,279 shares

    0.13% of the 13F portfolio, value $661,987.

    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 29,395 shares
    Change vs previous 13F +4,275 shares

    0.13% of the 13F portfolio, value $616,707.

    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 25,120 shares
    Change vs previous 13F -4,744 shares

    0.11% of the 13F portfolio, value $533,298.

    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 29,864 shares
    Change vs previous 13F +1,283 shares

    0.14% of the 13F portfolio, value $636,700.

    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 28,581 shares
    Change vs previous 13F +1,766 shares

    0.14% of the 13F portfolio, value $607,346.

    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 26,815 shares
    Change vs previous 13F +1,145 shares

    0.15% of the 13F portfolio, value $557,972.

    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 25,670 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $558,323.

    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).