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CIK 0001785498 • 6 13F filings • Apr 23, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("keudell-morrison-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002085853-26-000737 |
| $529.2M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000921 | $450.7M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000412 | $489.0M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000495 | $424.0M | View |