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Disclosery

Keudell/Morrison Wealth Management: ELV position timeline

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

Keudell/Morrison Wealth Management held 5,039 ELV 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 5,039 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,948,732.

    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 5,039 shares
    Change vs previous 13F +6 shares

    0.3% of the 13F portfolio, value $1,475,167.

    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 5,033 shares
    Change vs previous 13F +20 shares

    0.37% of the 13F portfolio, value $1,764,341.

    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 5,013 shares
    Change vs previous 13F -82 shares

    0.43% of the 13F portfolio, value $1,949,869.

    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 5,095 shares
    Change vs previous 13F -16 shares

    0.52% of the 13F portfolio, value $2,216,135.

    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 5,111 shares
    Change vs previous 13F -184 shares

    0.49% of the 13F portfolio, value $1,885,448.

    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 5,295 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,753,591.

    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).