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Keudell/Morrison Wealth Management: VNQ position timeline

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

Keudell/Morrison Wealth Management held 101,570 VNQ 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 101,570 shares
    Change vs previous 13F +69 shares

    1.85% of the 13F portfolio, value $9,794,350.

    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 101,501 shares
    Change vs previous 13F +1,411 shares

    1.84% of the 13F portfolio, value $9,003,117.

    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 100,090 shares
    Change vs previous 13F +96,958 shares

    1.86% of the 13F portfolio, value $8,856,938.

    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 3,132 shares
    Change vs previous 13F +339 shares

    0.06% of the 13F portfolio, value $278,974.

    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 2,793 shares
    Change vs previous 13F +141 shares

    0.06% of the 13F portfolio, value $252,894.

    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 2,652 shares
    Change vs previous 13F +2,652 shares

    0.06% of the 13F portfolio, value $236,233.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.