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Taylor & Morgan Wealth Management, LLC: RSP position timeline

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

Taylor & Morgan Wealth Management, LLC held 23,203 RSP 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 23,203 shares
    Change vs previous 13F -796 shares

    2.32% of the 13F portfolio, value $4,826,759.

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

  2. period ended2026-06-30
    13F 23,999 shares
    Change vs previous 13F -2,048 shares

    2.52% of the 13F portfolio, value $5,106,311.

    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 26,047 shares
    Change vs previous 13F -365 shares

    2.85% of the 13F portfolio, value $4,998,990.

    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 26,412 shares
    Change vs previous 13F -401 shares

    2.84% of the 13F portfolio, value $5,059,489.

    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 26,813 shares
    Change vs previous 13F -2,475 shares

    3.12% of the 13F portfolio, value $5,086,435.

    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 29,288 shares
    Change vs previous 13F -317 shares

    3.59% of the 13F portfolio, value $5,322,770.

    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 29,605 shares
    Change vs previous 13F -329 shares

    3.87% of the 13F portfolio, value $5,128,429.

    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 29,934 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $5,245,257.

    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).