Position in F
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$171,275
+$24,614 QoQ
Shares Held
12,322
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,197
of 1,730 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in F Over Time
Shares Held
Position Value (USD)
Derivatives in F
reported options exposure · as of Jun 30, 2026CallValue
$1,390
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $616,269 across 2 Auto Manufacturers names. F ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,058 | $444,994 | |
| 2 | F |
Ford Motor Co
This page
|
12,322 | $171,275 |
All Filings in F
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390 | 100 | Call | Sole | 2026-07-15 | |
| 2026-06-30 | $171,275 | 12,322 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $146,661 | 12,709 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $166,742 | 12,709 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $137,892 | 12,709 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $148,534 | 14,809 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $156,024 | 15,760 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $193,015 | 18,278 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $236,165 | 18,833 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $248,774 | 18,733 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $207,498 | 17,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,961 | 16,422 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $251,869 | 16,647 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $208,492 | 16,547 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $192,441 | 16,547 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $185,326 | 16,547 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $184,279 | 16,557 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $280,232 | 16,572 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $436,336 | 21,008 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $323,754 | 22,864 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $265,979 | 17,899 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $192,080 | 15,680 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $137,396 | 15,631 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $98,881 | 14,847 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $85,861 | 14,122 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $66,760 | 13,822 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||