MorganRosel Wealth Management, LLC: MCK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on MCK, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 840 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 840 sharesChange vs previous 13F -84 shares
0.21% of the 13F portfolio, value $634,704.
13F-HR 0001986152-26-000156 filed by MorganRosel 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 924 sharesChange vs previous 13F -656 shares
0.32% of the 13F portfolio, value $799,593.
13F-HR 0001986152-26-000063 filed by MorganRosel 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 1,580 sharesChange vs previous 13F -124 shares
0.32% of the 13F portfolio, value $1,296,058.
13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,704 sharesChange vs previous 13F -241 shares
0.34% of the 13F portfolio, value $1,316,408.
13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,945 sharesChange vs previous 13F +863 shares
0.39% of the 13F portfolio, value $1,425,257.
13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,082 sharesChange vs previous 13F +471 shares
0.22% of the 13F portfolio, value $728,175.
13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 611 sharesChange vs previous 13F -1,167 shares
0.11% of the 13F portfolio, value $348,215.
13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,778 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $879,079.
13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).