Keudell/Morrison Wealth Management: MU position timeline

Keudell/Morrison Wealth Management held 509 MU 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 509 shares

   Change vs previous 13F -310 shares

   0.11% of the 13F portfolio, value $587,534.

   13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 819 shares

   Change vs previous 13F -287 shares

   0.06% of the 13F portfolio, value $276,691.

   13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,106 shares

   Change vs previous 13F -660 shares

   0.07% of the 13F portfolio, value $315,674.

   13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 1,766 shares

   Change vs previous 13F +1,766 shares

   0.05% of the 13F portfolio, value $217,664.

   13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.