Skip to content
Disclosery

Keudell/Morrison Wealth Management: VIGI position timeline

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

Keudell/Morrison Wealth Management held 8,477 VIGI 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 8,477 shares
    Change vs previous 13F -1,569 shares

    0.15% of the 13F portfolio, value $791,599.

    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 10,046 shares
    Change vs previous 13F -723 shares

    0.18% of the 13F portfolio, value $888,683.

    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 10,769 shares
    Change vs previous 13F +2,986 shares

    0.21% of the 13F portfolio, value $984,826.

    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 7,783 shares
    Change vs previous 13F +63 shares

    0.16% of the 13F portfolio, value $701,406.

    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 7,720 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $640,297.

    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 7,720 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $617,523.

    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 7,720 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $681,522.

    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).