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MorganRosel Wealth Management, LLC: VLUE position timeline

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

MorganRosel Wealth Management, LLC held 14,925 VLUE 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 14,925 shares
    Change vs previous 13F -295 shares

    1.01% of the 13F portfolio, value $2,982,164.

    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 15,220 shares
    Change vs previous 13F -7,322 shares

    0.85% of the 13F portfolio, value $2,164,132.

    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 22,542 shares
    Change vs previous 13F +2,851 shares

    0.77% of the 13F portfolio, value $3,082,168.

    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 19,691 shares
    Change vs previous 13F +2,065 shares

    0.64% of the 13F portfolio, value $2,462,360.

    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 17,626 shares
    Change vs previous 13F +1,178 shares

    0.54% of the 13F portfolio, value $1,995,439.

    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 16,448 shares
    Change vs previous 13F +4,443 shares

    0.53% of the 13F portfolio, value $1,754,179.

    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 12,005 shares
    Change vs previous 13F +1,465 shares

    0.42% of the 13F portfolio, value $1,267,848.

    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 10,540 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,149,282.

    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).