Keudell/Morrison Wealth Management

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Salem, OR
CIK
0001785498
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 186 346,969 13F-HR 7/20/2023 000178549823000003 Keudell/Morrison Wealth Management
Q1 2023 183 339,502 13F-HR 4/18/2023 000178549823000002 Keudell/Morrison Wealth Management
Q4 2022 184 311,638 13F-HR 1/20/2023 000178549823000001 Keudell/Morrison Wealth Management
Q3 2022 174 267,264 13F-HR 10/12/2022 000178549822000004 Keudell/Morrison Wealth Management
Q2 2022 171 275,239 13F-HR 7/18/2022 000178549822000003 Keudell/Morrison Wealth Management
Q1 2022 175 239,158 13F-HR 4/18/2022 000178549822000002 Keudell/Morrison Wealth Management
Q4 2021 188 253,273 13F-HR 2/8/2022 000178549822000001 Keudell/Morrison Wealth Management
Q3 2021 179 233,243 RESTATEMENT 12/8/2021 000178549821000005 Keudell/Morrison Wealth Management
Q3 2021 177 232,760 13F-HR 10/20/2021 000178549821000004 Keudell/Morrison Wealth Management
Q2 2021 167 182,660 13F-HR 7/13/2021 000178549821000003 Keudell/Morrison Wealth Management
Q1 2021 168 172,335 13F-HR 4/13/2021 000178549821000002 Keudell/Morrison Wealth Management
Q4 2020 156 157,524 13F-HR 2/12/2021 000178549821000001 Keudell/Morrison Wealth Management
Q3 2020 148 155,596 13F-HR 10/20/2020 000178549820000005 Keudell/Morrison Wealth Management
Q2 2020 141 120,910 13F-HR 7/14/2020 000178549820000003 Keudell/Morrison Wealth Management
Q1 2020 136 102,229 13F-HR 4/20/2020 000178549820000002 Keudell/Morrison Wealth Management
Q4 2019 154 144,612 13F-HR 1/29/2020 000178549820000001 Keudell/Morrison Wealth Management
Q3 2019 151 121,195 13F-HR 11/13/2019 000178549819000001 Keudell/Morrison Wealth Management
Q2 2019 142 114,188 RESTATEMENT 8/23/2019 000142050619000892 Keudell/Morrison Wealth Management
Q2 2019 65 252,016 13F-HR 8/21/2019 000142050619000890 Keudell/Morrison Wealth Management
Q1 2019 139 113,671 13F-HR 8/21/2019 000142050619000888 Keudell/Morrison Wealth Management