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Keudell/Morrison Wealth Management: SPYG position timeline

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

Keudell/Morrison Wealth Management held 30,505 SPYG 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 30,505 shares
    Change vs previous 13F +475 shares

    0.69% of the 13F portfolio, value $3,629,790.

    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 30,030 shares
    Change vs previous 13F +304 shares

    0.6% of the 13F portfolio, value $2,940,237.

    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 29,726 shares
    Change vs previous 13F +1,541 shares

    0.67% of the 13F portfolio, value $3,171,764.

    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 28,185 shares
    Change vs previous 13F +4 shares

    0.6% of the 13F portfolio, value $2,686,594.

    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 28,181 shares
    Change vs previous 13F +4,746 shares

    0.53% of the 13F portfolio, value $2,264,907.

    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 23,435 shares
    Change vs previous 13F +1,757 shares

    0.54% of the 13F portfolio, value $2,059,937.

    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 21,678 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,797,973.

    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).