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Keudell/Morrison Wealth Management: F position timeline

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

Keudell/Morrison Wealth Management held 12,322 F 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 12,322 shares
    Change vs previous 13F -387 shares

    0.03% of the 13F portfolio, value $171,276.

    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 12,709 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $146,662.

    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 12,709 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $166,742.

    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 12,709 shares
    Change vs previous 13F -2,100 shares

    0.03% of the 13F portfolio, value $137,893.

    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 14,809 shares
    Change vs previous 13F -951 shares

    0.04% of the 13F portfolio, value $148,534.

    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 15,760 shares
    Change vs previous 13F -2,518 shares

    0.04% of the 13F portfolio, value $156,024.

    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 18,278 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $193,016.

    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).