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Keudell/Morrison Wealth Management: TFC position timeline

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

Keudell/Morrison Wealth Management held 6,722 TFC 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 6,722 shares
    Change vs previous 13F -3,766 shares

    0.06% of the 13F portfolio, value $334,890.

    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 10,488 shares
    Change vs previous 13F -275 shares

    0.1% of the 13F portfolio, value $482,133.

    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 10,763 shares
    Change vs previous 13F +1,651 shares

    0.11% of the 13F portfolio, value $529,623.

    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 9,112 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $391,703.

    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 9,112 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $374,938.

    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 9,117 shares
    Change vs previous 13F -1,270 shares

    0.1% of the 13F portfolio, value $395,474.

    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 10,387 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $444,231.

    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).