Keudell/Morrison Wealth Management: EDIV position timeline

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

Keudell/Morrison Wealth Management held 303,249 EDIV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 303,249 shares
Change vs previous 13F +92,050 shares
2.35% of the 13F portfolio, value $12,420,337.
13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 211,199 shares
Change vs previous 13F not available
1.71% of the 13F portfolio, value $8,338,136.
13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).