MorganRosel Wealth Management, LLC: PFSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on PFSI, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 0 PFSI shares at 2025-09-30 per its 13F-HR filed 2025-10-24.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,000 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,000 sharesChange vs previous 13F -464 shares
0.27% of the 13F portfolio, value $996,400.
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 10,464 sharesChange vs previous 13F -1,264 shares
0.32% of the 13F portfolio, value $1,047,551.
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 11,728 sharesChange vs previous 13F +4,416 shares
0.39% of the 13F portfolio, value $1,197,898.
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 7,312 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $833,349.
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).