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Disclosery

Keudell/Morrison Wealth Management: DEXC position timeline

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

Keudell/Morrison Wealth Management held 50,419 DEXC 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 50,419 shares
    Change vs previous 13F -161,007 shares

    0.79% of the 13F portfolio, value $4,165,229.

    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 211,426 shares
    Change vs previous 13F -4,578 shares

    2.8% of the 13F portfolio, value $13,713,105.

    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 216,004 shares
    Change vs previous 13F +21,953 shares

    2.75% of the 13F portfolio, value $13,072,587.

    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 194,051 shares
    Change vs previous 13F +70,032 shares

    2.35% of the 13F portfolio, value $10,589,131.

    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 124,019 shares
    Change vs previous 13F -61,879 shares

    1.39% of the 13F portfolio, value $5,912,543.

    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 185,898 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $9,042,079.

    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).