MorganRosel Wealth Management, LLC: VSS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on VSS, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 2,829 VSS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,829 sharesChange vs previous 13F +292 shares
0.15% of the 13F portfolio, value $436,486.
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 2,537 sharesChange vs previous 13F -1,339 shares
0.15% of the 13F portfolio, value $369,869.
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 3,876 sharesChange vs previous 13F +364 shares
0.14% of the 13F portfolio, value $555,547.
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 3,512 sharesChange vs previous 13F +260 shares
0.13% of the 13F portfolio, value $500,636.
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 3,252 sharesChange vs previous 13F +95 shares
0.12% of the 13F portfolio, value $437,036.
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 3,157 sharesChange vs previous 13F +788 shares
0.11% of the 13F portfolio, value $364,949.
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 2,369 sharesChange vs previous 13F -368 shares
0.09% of the 13F portfolio, value $271,203.
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 2,737 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $344,753.
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).