Taylor & Morgan Wealth Management, LLC: ET position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor & Morgan Wealth Management, LLC on ET, newest first. How the timeline and the estimate are built.
Taylor & Morgan Wealth Management, LLC held 17,248 ET shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 17,248 sharesChange vs previous 13F +271 shares
0.16% of the 13F portfolio, value $340,984.
13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 16,977 sharesChange vs previous 13F +277 shares
0.16% of the 13F portfolio, value $324,605.
13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 16,700 sharesChange vs previous 13F +287 shares
0.18% of the 13F portfolio, value $322,311.
13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 16,413 sharesChange vs previous 13F +316 shares
0.15% of the 13F portfolio, value $270,650.
13F-HR 0002085853-26-000042 filed by Taylor & Morgan 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 16,097 sharesChange vs previous 13F +301 shares
0.17% of the 13F portfolio, value $276,228.
13F-HR 0002085853-25-000093 filed by Taylor & Morgan 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 15,796 sharesChange vs previous 13F +281 shares
0.19% of the 13F portfolio, value $286,382.
13F-HR 0001667731-25-000726 filed by Taylor & Morgan 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 15,515 sharesChange vs previous 13F +244 shares
0.22% of the 13F portfolio, value $288,431.
13F-HR 0001667731-25-000378 filed by Taylor & Morgan 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 15,271 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $299,153.
13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).