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Keudell/Morrison Wealth Management: LTC position timeline

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

Keudell/Morrison Wealth Management held 39,373 LTC 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 39,373 shares
    Change vs previous 13F +1,124 shares

    0.29% of the 13F portfolio, value $1,513,878.

    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 38,249 shares
    Change vs previous 13F -1,440 shares

    0.29% of the 13F portfolio, value $1,421,321.

    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 39,689 shares
    Change vs previous 13F +4,176 shares

    0.29% of the 13F portfolio, value $1,364,502.

    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 35,513 shares
    Change vs previous 13F -1,180 shares

    0.27% of the 13F portfolio, value $1,229,121.

    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 36,693 shares
    Change vs previous 13F +328 shares

    0.31% of the 13F portfolio, value $1,300,753.

    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 36,365 shares
    Change vs previous 13F -1,482 shares

    0.33% of the 13F portfolio, value $1,256,417.

    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 37,847 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,388,617.

    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).