Skip to content
Disclosery

Keudell/Morrison Wealth Management: PCT position timeline

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

Keudell/Morrison Wealth Management held 53,698 PCT 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 53,698 shares
    Change vs previous 13F -1,418 shares

    0.08% of the 13F portfolio, value $435,491.

    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 55,116 shares
    Change vs previous 13F +21,191 shares

    0.06% of the 13F portfolio, value $286,052.

    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 33,925 shares
    Change vs previous 13F +22,854 shares

    0.06% of the 13F portfolio, value $291,416.

    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 11,071 shares
    Change vs previous 13F -9,314 shares

    0.03% of the 13F portfolio, value $151,673.

    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 20,385 shares
    Change vs previous 13F +8,930 shares

    0.03% of the 13F portfolio, value $141,064.

    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 11,455 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $117,414.

    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).