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Keudell/Morrison Wealth Management: DFAC position timeline

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

Keudell/Morrison Wealth Management held 666,074 DFAC 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 666,074 shares
    Change vs previous 13F -32,203 shares

    5.58% of the 13F portfolio, value $29,547,040.

    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 698,277 shares
    Change vs previous 13F +246,152 shares

    5.55% of the 13F portfolio, value $27,135,047.

    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 452,125 shares
    Change vs previous 13F +14,376 shares

    3.76% of the 13F portfolio, value $17,899,630.

    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 437,749 shares
    Change vs previous 13F +90,223 shares

    3.48% of the 13F portfolio, value $15,688,906.

    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 347,526 shares
    Change vs previous 13F -62,682 shares

    2.7% of the 13F portfolio, value $11,464,883.

    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 410,208 shares
    Change vs previous 13F -1,719 shares

    3.7% of the 13F portfolio, value $14,189,095.

    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 411,927 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $14,124,977.

    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).