Skip to content
Disclosery

MorganRosel Wealth Management, LLC: PDP position timeline

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

MorganRosel Wealth Management, LLC held 5,293 PDP 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 5,293 shares
    Change vs previous 13F -749 shares

    0.27% of the 13F portfolio, value $803,172.

    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 6,042 shares
    Change vs previous 13F -15,748 shares

    0.29% of the 13F portfolio, value $729,589.

    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 21,790 shares
    Change vs previous 13F -325 shares

    0.63% of the 13F portfolio, value $2,536,500.

    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 22,115 shares
    Change vs previous 13F +172 shares

    0.68% of the 13F portfolio, value $2,610,830.

    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 21,943 shares
    Change vs previous 13F -70 shares

    0.65% of the 13F portfolio, value $2,382,825.

    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 22,013 shares
    Change vs previous 13F -570 shares

    0.67% of the 13F portfolio, value $2,200,860.

    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 22,583 shares
    Change vs previous 13F -165 shares

    0.8% of the 13F portfolio, value $2,430,157.

    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 22,748 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,348,958.

    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).