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MorganRosel Wealth Management, LLC: DWAS position timeline

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

MorganRosel Wealth Management, LLC held 6,054 DWAS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,054 shares
    Change vs previous 13F +208 shares

    0.26% of the 13F portfolio, value $770,761.

    13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
    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 5,846 shares
    Change vs previous 13F -2,494 shares

    0.23% of the 13F portfolio, value $575,672.

    13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
    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 8,340 shares
    Change vs previous 13F +592 shares

    0.2% of the 13F portfolio, value $807,020.

    13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,748 shares
    Change vs previous 13F +169 shares

    0.19% of the 13F portfolio, value $714,083.

    13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,579 shares
    Change vs previous 13F +1,680 shares

    0.18% of the 13F portfolio, value $643,154.

    13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,899 shares
    Change vs previous 13F +1,461 shares

    0.14% of the 13F portfolio, value $460,004.

    13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,438 shares
    Change vs previous 13F +372 shares

    0.13% of the 13F portfolio, value $405,145.

    13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,066 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $377,609.

    13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).