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Keudell/Morrison Wealth Management: FNDF position timeline

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

Keudell/Morrison Wealth Management held 250,158 FNDF 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 250,158 shares
    Change vs previous 13F -186,493 shares

    2.49% of the 13F portfolio, value $13,198,329.

    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 436,651 shares
    Change vs previous 13F +3,076 shares

    4.37% of the 13F portfolio, value $21,365,317.

    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 433,575 shares
    Change vs previous 13F -198,388 shares

    4.12% of the 13F portfolio, value $19,601,941.

    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 631,963 shares
    Change vs previous 13F +6,847 shares

    5.61% of the 13F portfolio, value $25,291,174.

    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 625,116 shares
    Change vs previous 13F -7,655 shares

    5.33% of the 13F portfolio, value $22,591,703.

    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 632,771 shares
    Change vs previous 13F +35,508 shares

    5.48% of the 13F portfolio, value $21,014,335.

    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 597,263 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $22,319,721.

    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).