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Taylor & Morgan Wealth Management, LLC: KRE position timeline

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

Taylor & Morgan Wealth Management, LLC held 16,749 KRE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,749 shares
    Change vs previous 13F +17 shares

    0.56% of the 13F portfolio, value $1,163,024.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,732 shares
    Change vs previous 13F -41 shares

    0.62% of the 13F portfolio, value $1,252,409.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan 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 ended2026-03-31
    13F 16,773 shares
    Change vs previous 13F +15 shares

    0.62% of the 13F portfolio, value $1,092,788.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan 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 ended2025-12-31
    13F 16,758 shares
    Change vs previous 13F -982 shares

    0.61% of the 13F portfolio, value $1,086,065.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan 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 ended2025-09-30
    13F 17,740 shares
    Change vs previous 13F -928 shares

    0.69% of the 13F portfolio, value $1,122,962.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan 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 ended2025-06-30
    13F 18,668 shares
    Change vs previous 13F -608 shares

    0.75% of the 13F portfolio, value $1,108,701.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan 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 ended2025-03-31
    13F 19,276 shares
    Change vs previous 13F -229 shares

    0.83% of the 13F portfolio, value $1,095,832.

    13F-HR 0001667731-25-000378 filed by Taylor & Morgan 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 ended2024-12-31
    13F 19,505 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,177,109.

    13F-HR 0001667731-25-000032 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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