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MorganRosel Wealth Management, LLC: IMTM position timeline

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

MorganRosel Wealth Management, LLC held 55,052 IMTM 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 55,052 shares
    Change vs previous 13F +5,543 shares

    0.99% of the 13F portfolio, value $2,935,923.

    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 49,509 shares
    Change vs previous 13F -11,271 shares

    0.94% of the 13F portfolio, value $2,377,422.

    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 60,780 shares
    Change vs previous 13F +4,371 shares

    0.73% of the 13F portfolio, value $2,915,617.

    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 56,409 shares
    Change vs previous 13F +1,044 shares

    0.7% of the 13F portfolio, value $2,700,863.

    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 55,365 shares
    Change vs previous 13F +398 shares

    0.69% of the 13F portfolio, value $2,529,627.

    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 54,967 shares
    Change vs previous 13F +2,524 shares

    0.67% of the 13F portfolio, value $2,195,382.

    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 52,443 shares
    Change vs previous 13F +3,616 shares

    0.64% of the 13F portfolio, value $1,961,368.

    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 48,827 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,971,634.

    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).