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Keudell/Morrison Wealth Management: PMM position timeline

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

Keudell/Morrison Wealth Management held 57,600 PMM 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 57,600 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $376,704.

    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 57,600 shares
    Change vs previous 13F -2,000 shares

    0.07% of the 13F portfolio, value $354,240.

    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 59,600 shares
    Change vs previous 13F -7,364 shares

    0.08% of the 13F portfolio, value $373,692.

    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 66,964 shares
    Change vs previous 13F -2,150 shares

    0.09% of the 13F portfolio, value $400,445.

    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 69,114 shares
    Change vs previous 13F -2,500 shares

    0.1% of the 13F portfolio, value $423,669.

    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 71,614 shares
    Change vs previous 13F -24,544 shares

    0.11% of the 13F portfolio, value $427,536.

    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 96,158 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $625,989.

    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).