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Keudell/Morrison Wealth Management: MFC position timeline

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

Keudell/Morrison Wealth Management held 6,341 MFC 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 6,341 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $256,854.

    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 6,341 shares
    Change vs previous 13F -510 shares

    0.04% of the 13F portfolio, value $218,367.

    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 6,851 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $248,536.

    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 6,851 shares
    Change vs previous 13F -1,465 shares

    0.05% of the 13F portfolio, value $218,942.

    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 8,316 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $259,028.

    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 8,303 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $254,970.

    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 8,294 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $245,073.

    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).