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Keudell/Morrison Wealth Management: PFF position timeline

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

Keudell/Morrison Wealth Management held 8,893 PFF shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,893 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $272,837.

    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).

  2. period ended2025-03-31
    13F 8,893 shares
    Change vs previous 13F -850 shares

    0.06% of the 13F portfolio, value $273,282.

    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).

  3. period ended2024-12-31
    13F 9,743 shares
    Change vs previous 13F -225 shares

    0.08% of the 13F portfolio, value $306,320.

    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).

  4. period ended2024-09-30
    13F 9,968 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $331,237.

    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).