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Keudell/Morrison Wealth Management: MO position timeline

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

Keudell/Morrison Wealth Management held 32,126 MO 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 32,126 shares
    Change vs previous 13F +1,986 shares

    0.44% of the 13F portfolio, value $2,311,492.

    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 30,140 shares
    Change vs previous 13F -181 shares

    0.41% of the 13F portfolio, value $1,988,916.

    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 30,321 shares
    Change vs previous 13F +3,307 shares

    0.37% of the 13F portfolio, value $1,748,288.

    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 27,014 shares
    Change vs previous 13F -1,525 shares

    0.35% of the 13F portfolio, value $1,583,853.

    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 28,539 shares
    Change vs previous 13F +1,801 shares

    0.4% of the 13F portfolio, value $1,712,892.

    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 26,738 shares
    Change vs previous 13F -128 shares

    0.36% of the 13F portfolio, value $1,398,125.

    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 26,866 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,371,247.

    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).