Skip to content
Disclosery

Keudell/Morrison Wealth Management: LVHI position timeline

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

Keudell/Morrison Wealth Management held 333,256 LVHI 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 333,256 shares
    Change vs previous 13F +89,060 shares

    2.56% of the 13F portfolio, value $13,525,195.

    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 244,196 shares
    Change vs previous 13F +3,196 shares

    2.02% of the 13F portfolio, value $9,899,691.

    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 241,000 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $8,873,609.

    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).