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MorganRosel Wealth Management, LLC: VCTR position timeline

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

MorganRosel Wealth Management, LLC held 7,764 VCTR 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 7,764 shares
    Change vs previous 13F +108 shares

    0.22% of the 13F portfolio, value $652,642.

    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 7,656 shares
    Change vs previous 13F -5,753 shares

    0.2% of the 13F portfolio, value $501,315.

    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 13,409 shares
    Change vs previous 13F -2,908 shares

    0.21% of the 13F portfolio, value $845,974.

    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 16,317 shares
    Change vs previous 13F -2,528 shares

    0.27% of the 13F portfolio, value $1,056,689.

    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 18,845 shares
    Change vs previous 13F -5,347 shares

    0.33% of the 13F portfolio, value $1,199,861.

    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 24,192 shares
    Change vs previous 13F +1,554 shares

    0.42% of the 13F portfolio, value $1,399,991.

    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 22,638 shares
    Change vs previous 13F -1,441 shares

    0.49% of the 13F portfolio, value $1,481,883.

    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 24,079 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,333,977.

    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).