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Keudell/Morrison Wealth Management: POR position timeline

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

Keudell/Morrison Wealth Management held 11,579 POR 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 11,579 shares
    Change vs previous 13F +74 shares

    0.11% of the 13F portfolio, value $600,153.

    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 11,505 shares
    Change vs previous 13F -1,173 shares

    0.12% of the 13F portfolio, value $607,109.

    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 12,678 shares
    Change vs previous 13F -1,325 shares

    0.13% of the 13F portfolio, value $608,397.

    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 14,003 shares
    Change vs previous 13F -633 shares

    0.13% of the 13F portfolio, value $568,934.

    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 14,636 shares
    Change vs previous 13F +1,328 shares

    0.15% of the 13F portfolio, value $652,784.

    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 13,308 shares
    Change vs previous 13F +1,408 shares

    0.15% of the 13F portfolio, value $580,498.

    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 11,900 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $570,027.

    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).