MorganRosel Wealth Management, LLC: VWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on VWO, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 49,705 VWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 49,705 sharesChange vs previous 13F +4,174 shares
1% of the 13F portfolio, value $2,966,891.
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 45,531 sharesChange vs previous 13F -9,092 shares
0.97% of the 13F portfolio, value $2,460,951.
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 54,623 sharesChange vs previous 13F +5,778 shares
0.73% of the 13F portfolio, value $2,936,532.
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 48,845 sharesChange vs previous 13F +6,117 shares
0.69% of the 13F portfolio, value $2,646,422.
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 42,728 sharesChange vs previous 13F +2,135 shares
0.58% of the 13F portfolio, value $2,113,327.
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 40,593 sharesChange vs previous 13F +5,978 shares
0.56% of the 13F portfolio, value $1,837,239.
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 34,615 sharesChange vs previous 13F +3,239 shares
0.5% of the 13F portfolio, value $1,524,445.
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 31,376 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,501,342.
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).