MOR Wealth Management, LLC: TPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOR Wealth Management, LLC on TPL, newest first. How the timeline and the estimate are built.
MOR Wealth Management, LLC held 11,573 TPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 11,573 sharesChange vs previous 13F 0 shares
2.02% of the 13F portfolio, value $5,064,808.
13F-HR 0002092389-26-000005 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,573 sharesChange vs previous 13F -1,864 shares
2.52% of the 13F portfolio, value $5,492,083.
13F-HR 0002092389-26-000003 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,437 sharesChange vs previous 13F not available
1.76% of the 13F portfolio, value $3,859,375.
13F-HR 0002092389-26-000001 filed by MOR Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).