Current Market Value 450,664,922
Current Holdings 228
Most Recent File Date 2025-07-22
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Keudell/Morrison Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 228 450,665
2025-04-23 2025-03-31 13F-HR 218 424,015
2025-01-23 2024-12-31 13F-HR 220 383,661
2024-10-31 2024-09-30 13F-HR 219 368,383
2024-07-16 2024-06-30 13F-HR 206 341,789
2024-05-07 2024-03-31 13F-HR 204 330,377
2024-02-14 2023-12-31 13F-HR 191 303,080
2023-10-18 2023-09-30 13F-HR 179 328,073
2023-07-20 2023-06-30 13F-HR 186 346,969
2023-04-18 2023-03-31 13F-HR 183 339,503
2023-01-20 2022-12-31 13F-HR 184 311,639
2022-10-12 2022-09-30 13F-HR 174 267,264
2022-07-18 2022-06-30 13F-HR 171 275,239
2022-04-18 2022-03-31 13F-HR 175 239,158
2022-02-08 2021-12-31 13F-HR 188 253,273
2021-12-08 2021-09-30 13F-HR/A 1 R 179 233,243
2021-10-20 2021-09-30 13F-HR 177 232,760
2021-07-13 2021-06-30 13F-HR 167 182,660
2021-04-13 2021-03-31 13F-HR 168 172,335
2021-02-12 2020-12-31 13F-HR 156 157,524
2020-10-20 2020-09-30 13F-HR 148 155,596
2020-07-14 2020-06-30 13F-HR 141 120,910
2020-04-20 2020-03-31 13F-HR 136 102,229
2020-01-29 2019-12-31 13F-HR 154 144,612
2019-11-13 2019-09-30 13F-HR 151 121,195
2019-08-23 2019-06-30 13F-HR/A 1 R 142 114,188
2019-08-21 2019-06-30 13F-HR 65 252,016
2019-08-21 2019-03-31 13F-HR 139 113,671