MorganRosel Wealth Management, LLC: MPC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on MPC, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 2,294 MPC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,294 sharesChange vs previous 13F -135 shares
0.2% of the 13F portfolio, value $586,507.
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 2,429 sharesChange vs previous 13F -2,035 shares
0.23% of the 13F portfolio, value $593,113.
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 4,464 sharesChange vs previous 13F +2,170 shares
0.18% of the 13F portfolio, value $725,980.
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 2,294 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $442,146.
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 2,294 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $381,056.
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 2,294 sharesChange vs previous 13F -40 shares
0.1% of the 13F portfolio, value $334,213.
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 2,334 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $325,593.
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 2,334 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $380,232.
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).