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Keudell/Morrison Wealth Management: WPC position timeline

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

Keudell/Morrison Wealth Management held 3,559 WPC 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 3,559 shares
    Change vs previous 13F -80 shares

    0.05% of the 13F portfolio, value $254,484.

    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 3,639 shares
    Change vs previous 13F -511 shares

    0.05% of the 13F portfolio, value $247,310.

    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 4,150 shares
    Change vs previous 13F +22 shares

    0.06% of the 13F portfolio, value $267,067.

    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 4,128 shares
    Change vs previous 13F -332 shares

    0.06% of the 13F portfolio, value $257,526.

    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 4,460 shares
    Change vs previous 13F +368 shares

    0.07% of the 13F portfolio, value $281,493.

    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 4,092 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $222,947.

    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).