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Keudell/Morrison Wealth Management: UL position timeline

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

Keudell/Morrison Wealth Management held 8,875 UL 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 8,875 shares
    Change vs previous 13F +393 shares

    0.1% of the 13F portfolio, value $533,565.

    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 8,482 shares
    Change vs previous 13F +1,772 shares

    0.1% of the 13F portfolio, value $483,220.

    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 6,710 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $438,834.

    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).