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Keudell/Morrison Wealth Management: VYM position timeline

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

Keudell/Morrison Wealth Management held 73,504 VYM 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 73,504 shares
    Change vs previous 13F +419 shares

    2.2% of the 13F portfolio, value $11,615,831.

    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 73,085 shares
    Change vs previous 13F -1,426 shares

    2.21% of the 13F portfolio, value $10,823,850.

    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 74,511 shares
    Change vs previous 13F -75,813 shares

    2.25% of the 13F portfolio, value $10,693,877.

    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 150,324 shares
    Change vs previous 13F -4,962 shares

    4.45% of the 13F portfolio, value $20,039,704.

    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 155,286 shares
    Change vs previous 13F -2,863 shares

    4.72% of the 13F portfolio, value $20,025,744.

    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 158,149 shares
    Change vs previous 13F -2,595 shares

    5.26% of the 13F portfolio, value $20,178,285.

    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 160,744 shares
    Change vs previous 13F not available

    5.59% of the 13F portfolio, value $20,607,340.

    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).