MorganRosel Wealth Management, LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on VEA, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 107,880 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 107,880 sharesChange vs previous 13F +12,907 shares
2.59% of the 13F portfolio, value $7,686,450.
13F-HR 0001986152-26-000156 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 ended2026-03-3113F 94,973 sharesChange vs previous 13F -25,792 shares
2.4% of the 13F portfolio, value $6,085,870.
13F-HR 0001986152-26-000063 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 ended2025-12-3113F 120,765 sharesChange vs previous 13F +12,562 shares
1.89% of the 13F portfolio, value $7,544,190.
13F-HR 0001986152-26-000032 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 ended2025-09-3013F 108,203 sharesChange vs previous 13F +8,886 shares
1.68% of the 13F portfolio, value $6,483,524.
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).
- period ended2025-06-3013F 99,317 sharesChange vs previous 13F +5,967 shares
1.55% of the 13F portfolio, value $5,662,062.
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 93,350 sharesChange vs previous 13F +22,209 shares
1.44% of the 13F portfolio, value $4,744,981.
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 71,141 sharesChange vs previous 13F +400 shares
1.12% of the 13F portfolio, value $3,401,963.
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 70,741 sharesChange vs previous 13F not available
1.23% of the 13F portfolio, value $3,735,832.
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).