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MorganRosel Wealth Management, LLC: PIE position timeline

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

MorganRosel Wealth Management, LLC held 37,894 PIE 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 37,894 shares
    Change vs previous 13F +1,304 shares

    0.43% of the 13F portfolio, value $1,265,478.

    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 36,590 shares
    Change vs previous 13F -11,713 shares

    0.38% of the 13F portfolio, value $952,438.

    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 48,303 shares
    Change vs previous 13F +4,650 shares

    0.29% of the 13F portfolio, value $1,141,815.

    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 43,653 shares
    Change vs previous 13F +2,543 shares

    0.28% of the 13F portfolio, value $1,065,111.

    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 41,110 shares
    Change vs previous 13F +1,895 shares

    0.24% of the 13F portfolio, value $860,843.

    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 39,215 shares
    Change vs previous 13F +4,054 shares

    0.22% of the 13F portfolio, value $712,929.

    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 35,161 shares
    Change vs previous 13F +2,994 shares

    0.22% of the 13F portfolio, value $675,794.

    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 32,167 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $663,284.

    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).