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Keudell/Morrison Wealth Management: FLTR position timeline

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

Keudell/Morrison Wealth Management held 30,588 FLTR 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 30,588 shares
    Change vs previous 13F -1,600 shares

    0.15% of the 13F portfolio, value $783,359.

    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 32,188 shares
    Change vs previous 13F -16,835 shares

    0.17% of the 13F portfolio, value $820,150.

    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 49,023 shares
    Change vs previous 13F -1,560,839 shares

    0.26% of the 13F portfolio, value $1,249,097.

    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 1,609,862 shares
    Change vs previous 13F +420,374 shares

    9.11% of the 13F portfolio, value $41,051,493.

    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 1,189,488 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $30,391,418.

    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).