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Disclosery

Keudell/Morrison Wealth Management: NGG position timeline

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

Keudell/Morrison Wealth Management held 7,886 NGG 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 7,886 shares
    Change vs previous 13F +403 shares

    0.12% of the 13F portfolio, value $653,513.

    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 7,483 shares
    Change vs previous 13F -1,567 shares

    0.13% of the 13F portfolio, value $633,062.

    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 9,050 shares
    Change vs previous 13F +128 shares

    0.15% of the 13F portfolio, value $700,018.

    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 8,922 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $663,886.

    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 8,967 shares
    Change vs previous 13F +1,383 shares

    0.14% of the 13F portfolio, value $588,325.

    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 7,584 shares
    Change vs previous 13F -229 shares

    0.12% of the 13F portfolio, value $450,641.

    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 7,813 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $544,332.

    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).