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MorganRosel Wealth Management, LLC: RKLB position timeline

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

MorganRosel Wealth Management, LLC held 15,006 RKLB 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 15,006 shares
    Change vs previous 13F -3,000 shares

    0.51% of the 13F portfolio, value $1,525,360.

    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 18,006 shares
    Change vs previous 13F -6,750 shares

    0.46% of the 13F portfolio, value $1,156,345.

    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 24,756 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,726,979.

    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 24,756 shares
    Change vs previous 13F -8,252 shares

    0.31% of the 13F portfolio, value $1,186,060.

    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 33,008 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,180,696.

    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).