MorganRosel Wealth Management, LLC: VPLS position timeline

MorganRosel Wealth Management, LLC held 87,197 VPLS 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 87,197 shares

   Change vs previous 13F +4,977 shares

   2.28% of the 13F portfolio, value $6,764,377.

   13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 82,220 shares

   Change vs previous 13F -43,013 shares

   2.52% of the 13F portfolio, value $6,379,359.

   13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 125,233 shares

   Change vs previous 13F +3,104 shares

   2.45% of the 13F portfolio, value $9,782,577.

   13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 122,129 shares

   Change vs previous 13F +4,709 shares

   2.49% of the 13F portfolio, value $9,602,808.

   13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 117,420 shares

   Change vs previous 13F +5,124 shares

   2.49% of the 13F portfolio, value $9,135,241.

   13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 112,296 shares

   Change vs previous 13F +7,273 shares

   2.64% of the 13F portfolio, value $8,709,678.

   13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 105,023 shares

   Change vs previous 13F +4,613 shares

   2.62% of the 13F portfolio, value $7,980,698.

   13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 100,410 shares

   Change vs previous 13F not available

   2.63% of the 13F portfolio, value $7,964,521.

   13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).